Associate Retirement Education Manager

Description

Experience GuideStone!

We are an innovative organization that invests in the spiritual, relational, financial, physical and professional development of our employees. We have a culture that values excellence, teamwork, humility, integrity, compassion and stewardship.

 

What We Offer You!

We offer employees a generous benefits package, flexible work schedules, the opportunity to be involved in community outreach and tuition reimbursement.

 

 

Job Summary

Are you passionate about helping others plan for a successful retirement? navigate their retirement plans and insurance options? Do you have a desire to make a meaningful impact in the lives of individuals and their families? If so, we have an exciting opportunity for you! We are seeking a dedicated and experienced Retirement Product Relationship Manager Associate Retirement Education Manager to join our team.

This fully remote position requires residency in or near Jackson, Mississippi, offering you the flexibility to work from home and at various client locations across the state, while serving our valued members. You will be dedicated to supporting a key hospital system in Jackson, ensuring their employees receive exceptional guidance and support. Join us in our mission-driven work to provide exceptional support and education to our community. This role is perfect for someone who thrives in a remote work environment and is committed to making a positive difference.
 

What You'll Do

As an Associate Retirement Education Manager Retirement Product Relationship Manager, you will play a crucial role in supporting our members by providing personalized guidance on their retirement plan.s and insurance options. Your primary responsibilities will include:

• Developing and maintaining strong relationships with members, ensuring they receive the best possible advice and support tailored to their individual needs.

• Conducting educational sessions appointments and workshops to help members understand their benefits, make informed decisions, and feel confident about their retirement plans.

• Collaborating with internal teams to ensure seamless service delivery, promptly addressing member inquiries, and resolving any issues that may arise.

• Staying up-to-date with industry trends and regulatory changes to provide accurate and relevant information to members, ensuring they are always well-informed.

• Utilizing your expertise to identify opportunities for improving member engagement and satisfaction, continuously seeking ways to enhance the member experience.

• Providing dedicated support to a key client in Jackson, ensuring their employees receive personalized and comprehensive guidance on their retirement plan.s and insurance options.

• This position entails no direct people management.
   

What You'll Need

To be successful in this role, you will need:

• A Bachelor's degree in Business, Finance, or a related field to provide a solid foundation for understanding retirement planning. and insurance products.

• A minimum of 3 years of experience in retirement planning, insurance, or a similar role, demonstrating your ability to effectively support and guide members.

• A strong commitment to serving our community and making a positive impact, aligning with our mission-driven approach.

• Excellent communication and interpersonal skills, with the ability to build trust and rapport with members, ensuring they feel supported and valued.

• Proficiency in using digital tools and platforms for remote work and member engagement, enabling you to effectively connect with members and provide top-notch service.

• The ability to work independently and manage multiple priorities effectively, demonstrating your organizational skills and self-motivation.

• Residency in or near Jackson, Mississippi, with the ability to work remotely, ensuring you are well-positioned to serve our local community.

 

This role offers a unique opportunity to work remotely while making a significant impact on the lives of our members. If you are passionate about retirement planning, have a strong desire to help others, and meet the qualifications listed above, we encourage you to apply. Join us in our mission to provide exceptional support and education to our community, and help our members achieve their retirement goals with confidence.

#LI-Remote
#LI-HM1