Retirement Education Specialist - Bilingual / Spanish (Miami)

Retirement Education Specialist (Bilingual in Spanish)

Do you have a passion for helping others achieve their financial goals and live their best lives? If so, our Plan Education & Advice Team has an exciting opportunity for you! We're looking for a Retirement Education Specialist (Bilingual in Spanish) to join our Miami, FL team. In this role, you'll have the opportunity to make a meaningful impact, dedicated to one of our amazing Miami based clients. This is a large client that has locations all over the country so there will be travel, within Florida and across the country, but they are headquartered and most of their employees are in Miami. Additional responsibilities include :

Consult with the development and implementation of education plans that increase participation in the retirement plan.

Collaborate with the Plan Sponsor, Advisor and internal teams to provide appropriate education solutions.

Develop appropriate needs assessments that help retirement plan participants make informed decisions about their retirement savings and payout strategies.

Present workshops and one-on-one meetings for participants.

Principal Financial Group has been once again named one of the World's Most Ethical Companies by Ethisphere. The company's inclusion in the 2025 list makes the 14th time Principal has been recognized for its ethical leadership and business practices since the Ethisphere list launched in 2006.

Who You Are

Bachelor's Degree or Equivalent

Bachelor's degree or equivalent of 8 years of experience.

Experience

2+ years of experience or more in the financial services industry with experience in personal markets, retirement planning, and educating participants.

Travel

Ability to travel approximately 50% of the time with your own transportation, mostly day travel but there will be overnight travel, as well.

Language

Bilingual in Spanish, is required.

Licensing Requirements

Licensing will be required based on state / federal laws and / or company policy in accordance with current licensing policy. The below licenses are required within 5 months of employment; however a licensed individual is preferred :

• Successful Registration as an Investment Company Products / Variable contracts Limited Representative (FINRA Series 6 or equivalent and FINRA Series 63).
• Preference for FINRA Series 7 & 66.

Skills

Excellent communication, presentation, analytical, and interpersonal skills.

Successful history of accomplishments in education, retirement sales, or a related field.

Ability to work both independently and collaboratively.

Salary Range Information

Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and / or skill level and will be finalized at the time of offer. Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly) $60000 - $95000 / year

Time Off Program

Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided.

Location

Territory will be in Miami, FL with regional travel expectations. When not meeting with clients, you will be able to work from home or in the office, whichever you prefer.

Job Level

Open to hiring up to the Sr. Retirement Education Specialist role for the right skills and experiences.

Work Authorization / Sponsorship

At this time, we're not considering candidates that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO : F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.

Nonimmigrant Workers and Green Card for Employment-Based Immigrants

Investment Code of Ethics