Retirement Educator

Description

The Retirement Educator II is responsible for delivering high-quality financial education services to defined contribution and defined benefit plan participants and clients of Milliman. They will conduct in-person and virtual group meetings and individual consultations. The Retirement Educator II will assist in developing communication strategies PowerPoint presentations coordinate meeting deliverables facilitate logistics and provide daily/monthly reporting. The ideal candidate will have retirement and investment knowledge but will not provide participants investment advice. Up to 75% travel is anticipated at various times throughout the year.

Who We Are

Independent for over 75 years Milliman delivers market-leading services and solutions to clients worldwide. Today we are helping companies take on some of the worlds most critical and complex issues including retirement funding and healthcare financing risk management and regulatory compliance dataanalyticsand business transformation.

Milliman invests in skills training and career development and gives all employees access to a variety of learning and mentoring opportunities. Our growing number of Milliman Employee Resource Groups (ERGs) are employee-led communities that influence policy decisions develop future leaders and amplify the voices of their constituents. We encourage our employees to give back to their varied professions including leadership in professional organizations. Please visit our web site ( to learn more about Millimans commitments to our people inclusion and sustainability.

Through a team of professionals ranging from actuaries to clinicians technology specialists to plan administrators we offer unparalleledexpertisein employee benefits investment consulting healthcare life insurance and financial services and property and casualty insurance.

What You Will Do

In this role you will:

• Lead virtual and on-site employee education meetings on retirement planning investing budgeting debt management and overall financial wellness.

• Meet individually with employees to assist them in financially preparing for retirement including enrolling in the retirement plan completing retirement account transactions as well as answering questions related to their account(s) via the participant website. Investment advice will not be provided.

• Become knowledgeable about the clients retirement plan(s) in preparationofmeetings. Be able to answer participant questions accurately and concisely.

• Prepare PowerPoint presentations and promotional materials using our master templates and coordinate pre-meetinglogisticswith the client.

• Master retirement planning strategies and be able tocommunicate them to planparticipants.

• Efficiently use Millimans retirement planning tools designed for plan participants toassistthem inpreparing forretirement and understanding investment strategies.

• Communicate with the Relationship Managersummarizingmeeting results and any areas for client service enhancements.

• Develop strong client relationships and help to encourage ongoing education projects.

• Coordinate own travel arrangements andmeetinglogisticswith clients. Show up prepared for all scheduled meetings at least 30 minutes in advance.

• Submit daily and monthly reports for audit purposesand todocument client results.

• Assistwith other HR Communication initiatives as requested.

• Ensure final work products are high quality and provided ina timelyfashion.

• Take an active role in pursuing continued education.

WhatWe Are Looking For

RequiredProfessionalQualifications

• Experience in understanding employer sponsored retirement plans is required
• 3 years of financial services experience including direct client interaction
• Bachelors degree
• Power Pointexpertise
• Webinar Platforms
• Public Speaking expert
• Ability to travel up to 75% of the time

PreferredProfessionalQualifications

• Bilingual Spanish
• FINRA/CRPC certification
• Experience with innovative technology for producing and hosting short videos or podcasts is a plus.
• Travel will be throughout the US so living near a major international airport a plus.

Personal Qualifications

• Proven ability to present complex topics in a clear compelling and actionable way.
• Experience with qualified retirement plans investment products and general personal finance concepts.
• Strong communication presentation and relationship management skills.
• Works well within a team environment and takes ownership of personal work product
• Proficiency in the use of computers and other general office equipment MicrosoftSuite
• Attention to detail with excellent problem-solving skills
• Able to productively respond to change
• Excellent organization and time management skills

Location

This role is based out of the Milliman office in Dallas Texas but candidates hired into this role may work remotely anywhere in the US. The expected application deadline for this job isJuly 31 2026.

Compensation

The overall salary range for this role is $59200 - $109020.For candidatesresidingin:

• Alaska California Connecticut Illinois Maryland Massachusetts New Jersey New York CityPennsylvania Virginia Washington or the District ofColumbiathe salary range is $68080 - $109020.

• All other locations the salary range is $59200 - $94800.

A combination of factors will be considered including but not limited to education relevant work experience qualifications skills certifications etc.â

Benefits

We offer a comprehensive benefits package designed to support employees health financial security and well-being. Benefits include:

• Medical Dental and Vision Coverage for employees dependents and domestic partners.

• Employee Assistance Program (EAP) Confidential support for personal and work-related challenges.

• 401(k) Plan Includes a company matching program and profit-sharing contributions.

• Discretionary Bonus Program Recognizing employee contributions.

• Flexible Spending Accounts (FSA) Pre-tax savings for dependent care transportation and eligible medical expenses.

• Paid Time Off (PTO) Beginsaccruingon the first day of work. Full-time employeesaccrue15 daysper year and employees working less than full-timeaccruePTO on a prorated basis.

• Holidays A minimum of 10 paid holidays per year.

• Family Building Benefits Includes adoption and fertilityassistance.

• Paid Parental Leave Up to12 weeksof paid leave for employees who meet eligibility criteria.

• Life Insurance & AD&D 100% ofpremiums covered by Milliman.

• Short-Term and Long-Term Disability Fully paid by Milliman.

Equal Opportunity

All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation national origin disability or status as a protected veteran.

Individual(s) must be legally authorized to work in the United States without the need for immigration support or sponsorship from Milliman now or in the future.

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Required Experience:

IC