Delivering educational webinars or live sessions on social security and pensions to employees of our corporate clients.
Conducting individual sessions to guide employees in reading their pension projections using INPS simulators.
Strictly following standardized scripts and processes, ensuring the scope remains strictly educational with no financial advice or product recommendations.
Managing the pipeline, maintaining clean CRM records, and managing leads, calendars, and session outputs via CRM while maintaining a relationship with the employer.
Taking an active role in developing the newly launched business units, ensuring the achievement of success metrics and a flawless customer experience.

You hold a junior profile with a degree in Economics, preferably with a focus on Finance, Financial Markets, or disciplines related to social security and pensions.
You possess the key competency to explain complex topics in a simple, engaging way, both in front of a group and in a 1-to-1 interview.
You are ready to dive in and build deep knowledge of the pension system, which will be constructed internally.

Health (Private insurance for you and your family, psychological support with Serenis, mental health workshops)
Financial resources (Stock Option Plan, Meal vouchers, Relocation support if you’re moving countries)
Growth and development (Professional development programs, Internal mobility, Language courses with Preply)
Flexibility (Unlimited PTO, Hybrid working policy*, Flexible working hours)
Family (Enhanced parental leave, Additional leave for child sickness)

Financial Education Specialist

Key skills