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.

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Retirement Education Specialist