National Education Consultant
Core
Partner with large national clients to enhance member experience and drive engagement in group retirement plans through education strategies and communications.
Role type
Senior IC National Education Consultant
Builds
Education strategies, communication materials, and engagement programs for group retirement plans
Domain
Financial services / Retirement planning
Deliverable
product features
Required skills
Relationship management, Project management, Analytical skills, Presentation skills, Knowledge of group retirement products, Multichannel communication
Preferred skills
RPA designation, Tech-savviness
Technologies
Email, Digital platforms, Webinars
Responsibilities
Serve as primary point of contact for member experience and client relationships; Design comprehensive education strategies and annual calendars; Analyze member engagement data to identify gaps; Develop custom communication materials; Coordinate with internal teams on communication initiatives; Track success metrics and report results.
Seniority
Senior, hands-on IC