Financial Wellness Specialist
Financial Wellness Specialist
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USD 68200 - 106500
1 Vacancy
Job Description
Insurance is a trillion dollar market that is fundamental to society yet it has not modernized until now.
Newfront is building the modern insurance experience.
Weve reimagined the experience for clients prospects and employees altering the way people create understand select transact and use insurance. Were changing the approach so that it starts and ends with the client not the product and empowering people for moments that matter.
Our unique approach recognizes both the vast potential of technology and the fundamental role of insurance experts. Were a technology-driven company with DE&I in our DNA and strong values; we believe people matter most.
Our mission is to define the future of the insurance industry while instilling a high performance culture in combination with living our Work Love Play ethos each day. We value balanced lives and are passionate about creating a culture of wellness that results in healthier happier and more productive employees and more successful clients.
Reporting to the Practice Leader or their designee this position is responsible for supporting the Retirement Services team on 401(k) education strategy and employee engagement as well as deploying financial wellness strategies to our clients and their employees.
This position is a salaried exempt full-time role. This is a US hybrid-role with the option to work from any of Newfronts offices.
What Youll Be Responsible For:
Engaging Presenter:Act as the Newfront face for financial wellness and education. Deliver educational seminars and workshopsboth online and in-personon relevant financial topics such as 401(k) 529 plans equity compensation budgeting retirement planning and estate planning. Attend wellness/benefit fairs as needed.
Great Collaborator: Work internally with the Retirement Services team as well as externally with prospects and clients to understand their employee education needs.
Innovator and a Builder: Based on client objectives put together customized strategies and relevant materials to support ways to continue to innovate and improve our offerings and solutions.
Trusted Partner: Build relationships with our clients benefit leaders and be able to conduct one-on-one planning sessions with employees from client companies to discuss personal financial situations and offer general guidance.
Own Key Partner Relationships: Stay on top of the broader marketplace industry trends and key innovators. Connect with key stakeholders at current and potential partners. Develop relationships to strengthen Newfronts capabilities.
Qualifications:
Minimum of 2 years of work experience is required.
Basic project management skills including task coordination and systems familiarity.
Excellent verbal and written communication skills including public speaking webinar facilitation and presentation development.
Self-motivated and proactive individual with strong interpersonal skills; comfortable in dynamic fast-paced and customer service-oriented environments.
Team-oriented with a collaborative mindset yet able to work independently with minimal supervision.
Strong organizational and time management abilities with meticulous attention to detail and the ability to manage competing priorities and high volumes.
Preferred Knowledge Skills and Abilities:
Experience in the Financial Wellness or 401(k) space is preferred.
Experience in building professional presentations and reviewing deliverables for accuracy and consistency.
Excellent customer service skills including active listening and professional communication. Ability to build trust and foster relationships with clients vendors and colleagues.
Readily adapts to shifting priorities deadlines and client needs. Demonstrated ability to flex on priorities.
Actively contributes to process improvement and supports a culture of continuous learning and innovation. Sense of curiosity and willingness to learn industry knowledge and trends.
Proficient in Microsoft Office (Word Excel PowerPoint) Google Suite Zoom Slack Salesforce and quick to learn and apply other software and technology tools.
Proactively looks for opportunities to grow client accounts by recommending additional value-added services while supporting the team in building a reputation for strategic insight and dependable expertise.
Required Certificates Licenses Registration:
Series 65 License (required to have or be completed within 3 months of start date).
CFP preferred
The pay range for this position in California Washington Colorado and New York at the commencement of employment is expected to be between $68200 - $106500. However base pay offered may vary depending on multiple individualized factors including market location job-related knowledge skills and experience. The total compensation package for this position may also include other elements including a bonus restricted stock units and discretionary awards in addition to a full range of medical financial and/or other benefits (including 401(k) eligibility and various paid time off benefits such as vacation sick time and parental leave) dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired the employee will be in an at-will position and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time including for reasons related to individual performance Company or individual department/team performance and market factors.
At Newfront we are committed to hiring diverse talent and supporting an inclusive workplace environment. If you are excited about a role at Newfront but feel youre missing a few of the qualifications we still encourage you to apply and tell us about yourself. You may just be the next Newfront team member that we are looking for!
Newfront is proud to be an equal opportunity workplace. Diversity is in our DNA and we believe that creating an inclusive workplace elevates the value we are able to bring to our customers and employees alike. All qualified applicants will receive consideration for employment without regard to age race color religion sex sexual orientation gender identity national origin genetic information disability veteran status or any other applicable status protected by state or local law.
If you require reasonable accommodations throughout the application or interview process please contact us at For information regarding how Newfront collects and uses personal information please review our .
Required Experience:
Unclear Seniority
Employment Type
Full-Time