About this role
Role Overview
- Conduct group and individual employee financial education meetings in English and Spanish, in-person and virtual
- Serve as primary point of contact and lead financial education for plan participants
- Provide prompt, courteous, and excellent service
- Actively interact with clients and their employees to ensure we are delivering upon service expectations
- Cross-sell all lines of business and services available at NFP
- Prepare for meetings in advance and ensure follow-up and execution of deliverables following the meetings
- Consult with NFP’s ERISA teams to ensure proper compliance regarding all client matters
- Respond to employee concerns
Requirements
- College degree
- Spanish language fluency is required
- Securities licenses are preferred
Benefits
- Competitive salary
- PTO & paid holidays
- 401(k) with match
- Exclusive discount programs
- Health & wellness programs