Education Specialist

• Provide onsite education and motivational seminars on a wide range of financial topics to retirement plan participants and prospective participants.
• Customize PowerPoint presentations to reflect specific plan design and plan features.
• Maintain industry knowledge through continuing education programs required by FINRA licenses to deliver compliant onsite presentations.
• Maintain an onsite training measurement system to track program effectiveness for plan sponsors and internal Voya groups.
• Ensure presentation topics and speaking points remain compliant with industry standards and approved sales/advertising practices.
• Book travel through corporate‑approved vendors and perform other duties as assigned.
• Travel within the region up to 90% of the time.

Retirement Education Specialist supporting financial services goals at Voya

Retirement Education Specialist

Retirement Education Specialist at Voya engaging clients to optimize retirement savings and investment. Delivering educational seminars and maintaining compliance with industry standards.

Education Specialist jobs in Washington

See all jobs on JobTailor

Retirement Education Specialist