Job Description
Participant Engagement Specialist
Position Title: Participant Engagement Specialist
*Dallas, TX (In-Office). Schedule: 8-hour shift starting at 8:00–8:30 am (½ hour unpaid lunch)
Position Overview:
Our client, a growing retirement advisory organization serving small and mid-sized businesses, is seeking a Participant Engagement Specialist to educate and support retirement plan participants.
This role focuses on delivering one-on-one retirement education sessions, both virtually and onsite, helping individuals understand savings strategies, investment options, account setup, and rollovers. The ideal candidate is service-oriented, engaging, and comfortable presenting financial concepts to diverse audiences. This is a client-facing, relationship-driven role with meaningful impact.
Key Responsibilities:
- Deliver group retirement education presentations (Spanish fluency highly preferred).
- Educate participants on savings strategies, asset allocation, and retirement planning basics.
- Assist participants with account setup and retirement account rollovers.
- Support Retirement Counselors with campaign planning and scheduling.
- Partner with plan sponsors to coordinate participant engagement initiatives.
- Manage follow-up communications and service-related inquiries.
- Maintain accurate documentation of all participant interactions.
- Support departmental projects and training initiatives.
- Contribute to team strategy discussions and process improvements.
- Travel up to 30% (approximately 1–2 trips per month, 2–3 business days per trip).
Qualifications & Experience:
- Bachelor’s degree or equivalent combination of education and experience.
- 4–7 years of relevant professional experience.
- Strong tenure and demonstrated career stability.
- Client-facing experience in financial services or related industry preferred.
- Bilingual Spanish proficiency strongly preferred (ability to conduct full presentations in Spanish).
- Ability to obtain required securities registrations or currently hold applicable licenses/designations.
- Demonstrated interest in financial services and retirement planning.
Required Skills:
- Strong service-oriented mindset with proactive attitude.
- Engaging and confident communication style.
- Ability to explain financial concepts clearly to non-technical audiences.
- Strong verbal and written communication skills.
- Ability to connect with diverse audiences.
- Close attention to detail and strong follow-through.
- Comfortable presenting in both virtual and in-person settings.
- Ability to work independently while collaborating within a team.
- Adaptable and resilient mindset.
Benefits:
- Competitive base salary plus performance-based bonus opportunity.
- Comprehensive medical, dental, and vision coverage (employer-paid).
- Retirement savings plan with employer match.
- Company-sponsored life and disability insurance.
- Employee assistance and wellness support programs.
- Professional development opportunities.
- Supportive and growth-oriented team culture.
Location
TX