Retirement Education Specialist, Bi-Lingual (Overland Park, KS)

Job Locations US-KS-Overland Park
Posted Date 1 month ago(11/2/2022 12:15 PM)
Job #
Customer Service
Ent Seg
Bus Area
Pos Typ
Regular Full-Time


Are you someone who loves helping people reach their financial goals and live their best lives?

Do you like being on the front line of change and innovation that will make a significant impact?

If so, the Center of Excellence- Education Team has an exciting opening for a Bi-Lingual Retirement Education Specialist. We are seeking top talent to join our enthusiastic team.  In this role, you will wake up every day to the challenges and opportunities we have to engage with 5 million people through technology and top tier talent – like you!

Additional responsibilities include:

  • Embrace our vision that everyone deserves to have the best outcome possible for their retirement.
  • Consult with the development and implementation of education plans that maximize participation in the retirement plan.
  • Collaborate with the Plan Sponsor, Advisor and internal teams to provide appropriate education solutions.
  • Develop appropriate needs assessments that help retirement plan participants make informed decisions about their retirement savings and payout strategies.
  • Present workshops and one-on-one meetings for participants.
  • Point of contact for participant and plan sponsor needs.



  • Bachelor's degree or equivalent of 8 years of experience.
  • 2+ years of experience or more in the financial services industry with experience in personal markets, retirement planning, and educating participants.
  • Must be bi-lingual in English and Spanish.

Licensing requirements:

  • Successful Registration as a Limited Securities Representative within 5 months of employment. (Securities Industry Essentials exam-if applicable, Series 6, Series 63)
  • Successful Registration as an Investment Advisor Representative (Series 65 or Series 66) within 6 months of employment based on state/federal laws.
  • Life/Health licensing will be required based on state/federal laws and/or company policy in accordance within 4 months of employment.

Successful candidates will have the following:

    • Excellent communication, presentation, analytical, and organizational skills.
    • Must have proven record of success within an education, retirement sales or related field.
    • Must be able to work independently and with a team.
    • Must understand all Principal products and business unit operations.
    • Ability to travel up 25% of the time and asked to travel regionally for client meetings, possibly overnight.
    • Ability to air travel nationwide may be required for conferences or other limited visits.

Salary Range Information

Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Salary Range

$58000 - $80000 / year

Additional Information

Work Environments

You must live in the Kansas City area and will work from home when not out at client meetings.

Work Authorization/Sponsorship

At this time, we're not considering candidates that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States? This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.

Nonimmigrant Workers and Green Card for Employment-Based Immigrants

Investment Code of Ethics

For Principal Global Investors positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.

Experience Principal

While our expertise spans the globe, we're bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees – individually and all of us together. Explore our core values, benefits and why we’re an exceptional place to grow your career.

Principal is an Equal Opportunity Employer

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



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