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Retirement Services Specialist

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Insperity

Retirement Services Specialist

Humble, TX
Full Time
Paid
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  • Responsibilities

    Job Description

    There’s a reason INSPERITY was ranked in the top 3% on WorkplaceDynamics’ National Top Workplaces list and named one of the top 100 companies to work for in the U.S.

    Want to work for us and find out why?

    As a trusted advisor to America’s best businesses for more than 34 years, Insperity provides an array of human resource and business solutions designed to help improve business performance. In addition, we provide the client company and their worksite employees with a wide array of value-added benefits and services.

    Insperity offers a competitive compensation package and a world-class benefits package, including 19 days paid time off, 8 paid holidays, medical, dental and vision benefits, 401k and tuition reimbursement. At Insperity, we’re committed to providing a positive work environment, and to helping our employees succeed both personally and professionally.

     

    RETIREMENT SERVICES SPECIALIST

    We are currently seeking a Retirement Services Specialist to join our team. 

     

    SUMMARY

    This position is responsible for working with clients to adapt and schedule education meetings, assisting in creating presentations and educational materials, conducting enrollment/educational presentations both via web and onsite, tracking participant behavior and assisting with the continued improvement of the educational program to help participants become retirement ready.

     

    ESSENTIAL FUNCTIONS

    Under moderate supervision and moderate decision-making:

    • Conducts employee education meetings, providing information related to saving for retirement, plan features, investment education and other topics as needed.
    • Assists in developing and maintaining presentation materials for participant retirement and investment education meetings.
    • Tracks results of education services and participant retirement readiness to identify areas for improvement. Researches industry trends and topics to maintain effectiveness of education program.
    • Reviews assigned clients’ retirement plan provisions and investment options to customize presentation materials. Handles client/participant telephone calls, questions and correspondence as needed.
    • Uses retirement planning tools designed for plan participants, and assists them with retirement planning strategies.
    • Assists internal partners in developing participant communications; manages standard participant email delivery. Assists in maintaining online participant content, particularly in the Retirement Service Center and Employee Service Center.
    • Builds productive relationships with internal partners and stakeholders to form a seamless integration of service delivery.
    • Follows up on requests in a timely manner to ensure satisfactory conclusion.
    • Acts as a resource for team members and other departments

     

    EDUCATION / EXPERIENCE REQUIREMENTS

    • High School Diploma or equivalent is required. Bachelor’s degree or an equivalent combination of training and experience is required.
    • Two or more years’ of experience in the retirement plan or investment industry, specifically focusing on qualified plans is required.
    • Experience in training and development is preferred.

     

    LICENSES / CERTIFICATIONS

    Retirement plan or investment industry designations such as CEBS, CFP, CPC, QKA or APA is preferred.

     

    KNOWLEDGE / SKILLS

    • Knowledge of retirement plan industry and able to explain to plan participants basic retirement and investing principals. Good understanding of plan documents and implications of plan provisions.
    • Superb communication skills with the ability to deliver presentations covering complex topics in an engaging and easy-to-understand style.
    • Enthusiastic attitude, cooperative team player, adaptable to new or changing circumstances, self-motivated.
    • Very strong time management skills; ability to meet deadlines and multi-task.
    • Ability to work independently and as a team with a customer focus.
    • Strong computer literacy including proficiency with Windows, Excel, Word for Windows, PowerPoint and NetSuite.
    • Strong writing skills; competent in correct English usage, grammar, spelling and punctuation.
    • Strong math skills.
    • Presents professional demeanor within the office and with clients and participants.
    • Ability to maintain effective work relations with those encountered in the course of employment; familiar with modern office methods, practices, procedures and equipment, as well as, filing systems and business letter writing.
    • Ability to converse and conduct group meetings in Spanish is a plus.

     

    At Insperity, we celebrate the diversity of our employees and our leadership. Insperity is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.