Retirement Services Education Specialist

Job ID: 19165

Location: Kingwood Texas 77339

Insperity provides the most comprehensive suite of scalable HR solutions available in the marketplace with an optimal blend of premium HR service and technology. With more than 90 locations throughout the U.S., Insperity is currently making a difference for thousands of businesses and communities nationwide.

Behind our success is the unshakeable belief in the value of our people. We value diversity, inclusivity and a sense of belonging. We celebrate work and life events, and we partner with our clients and communities to make great things happen.

We have received recognition numerous times as a top place to work, most recently ranking on Glassdoor’s “Best Places to Work in the U.S. 2024” list, and U.S. News & World Report’s “Best Companies to Work for 2024” list. In addition, we have been recognized for having one of the country’s Top 50 Midsize Early Talent Programs by RippleMatch’s 2024 Campus Forward Awards. There is no better time to be a part of Insperity, and our best work is yet to come. Learn more at Insperity.com.

Why Insperity?

Flexibility: Over 80% of Insperity’s jobs have flexibility. We want your time to have balance, whether it’s spent with coworkers, clients, family or your community.

Career Growth: Insperity provides many ways to grow with the company. We offer continuous learning programs, mentorship opportunities and ongoing training.

Well-Being: Our total rewards package includes generous paid time off, top-tier medical, dental and vision benefits, health & wellness support, paid volunteer hours and much more. We take care of our people so that you can do your best work.

 

Retirement Services Education Specialist 

 

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

 

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. 

 

Responsibilities:

  • 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.


 

 

Qualifications:

  • 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.

 

Benefits:

In this role, you’ll enjoy a competitive compensation package, as well as all of the great Insperity benefits and perks you’ve come to know including paid time off, 9 paid holidays, medical, dental and vision benefits, 401k and tuition reimbursement. At Insperity, we know that our employees’ success is our success, and we look forward to being a part of your future!

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.

 

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