401(k) Solutions Participant Engagement Specialist
Company: Fisher Investments
Location: Mesquite
Posted on: May 10, 2022
|
|
Job Description:
Do you have an entrepreneurial spirit? Do you find value in
helping people plan every day? Then the 401(k) Solutions group is
the place for you. Our 401(k) group is still in its early years; as
we mold and adapt our business to better service our 401(k)
clients, you'll help us shape our future service offering. The
Opportunity: As a Participant Engagement Specialist you will add
value through one-on-one meetings with participants, both over the
phone and in person. In these meetings you will educate them on the
benefits of saving for retirement, how to plan and invest according
to their long-term goals, and support them enrolling in their
401(k) plan. You will also work with our Retirement Counselors
coordinating support to maximize engagement and education across
our clients. The Day-to-Day: As a 401(k) Solutions Participant
Engagement Specialist you will report to your group manager and
perform the following responsibilities: Educate participants on
saving and investing for retirement through one-on-one meetings and
group presentations Support Retirement Counselors with campaign
resource planning, coordination, and booking Work with plan
sponsors and participants on follow up items from one-on-one
meetings, and other complicated service issues that arise Lead many
side responsibilities, projects, and new programs essential to our
growth as a department You don't need 401(k) experience to be
successful in this role. It's great if you have it, but we have all
the resources to train you to be an expert. Qualifications: Travel
involved as necessary Strong service-oriented mindset Ability to
excel in an ambiguous environment Experience in a heavy
client-facing role Native Spanish language skills a plus Why Fisher
Investments: At Fisher Investments, we work for a bigger purpose:
bettering the investment universe. From unmatched service to unique
perspectives on investing, it's the people that make the Fisher
purpose possible. And we invest in them by offering exceptional
benefits like: 100% paid medical, dental and vision premiums for
you and your qualifying dependents A 50% 401(k) match, up to the
IRS maximum 20 days of PTO*, plus 9 paid holidays 8 weeks paid
Primary Caregiver Parental Leave Back-up Child Care Program
available, offering up to 10 days annually A cumulative learning
and development framework customized for every employee An
award-winning work environment - we're Great Place to Work
Certified, and Top Workplace winners from The Oregonian We take
great pride in our inclusive culture. We value the different
perspectives and unique skills you bring to the team - it makes us
all better. Success at Fisher Investments is motivated by results,
a collaborative mindset and a commitment to accomplishing great
things - so if you are ready to do that, we are ready for you!
Apply today to be a part of a team environment where you make a
difference in the lives of people by bettering the investment
universe. *California employees accrue up to 17 days of PTO and 3
days of sick time per year. FISHER INVESTMENTS IS AN EQUAL
OPPORTUNITY EMPLOYER
Keywords: Fisher Investments, Mesquite , 401(k) Solutions Participant Engagement Specialist, Other , Mesquite, Texas
Click
here to apply!
|