Principal Financial Group Retirement Education Specialist - Cleveland, OH - #221029 in Cleveland, Ohio

Job Area: Financial ServicesBusiness Area: PensionLocation: OH - ClevelandCareer Category: Experienced ProfessionalFull/Part Time: Full-TimeRegular/Temporary: RegularDate Posted: 2017-10-11

It’s not what we do. It’s who we are.

At Principal, every role supports a greater purpose – to help people live their best lives. And after more than 130 years, we have never had a more vibrant and dynamic team united in our purpose. Through community involvement, innovative financial solutions and dedication to career development, we make a difference in millions of lives every day, including our employees’.


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 big impact?

If so, the Center of Excellence- Education Team has an exciting opening for a 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.


  • Bachelor's degree or equivalent years of experience required plus 2 years of experience or more in the financial services industry with experience in personal markets, retirement planning, and educating participants.

  • Licensing will be required based on state/federal laws and/or company policy in accordance with current licensing policy. Current requirements are Series 6, 63 and Life/Health licenses.

  • Excellent communication, presentation, analytical, and organizational skills.

  • Must have proven record of success.

  • Must be able to work independently and with a team.

  • Must understand all Principal products and business unit operations.

  • This position may be subject to SEC restrictions on personal political contributions.


  • Series 6, 63 and Life/Health licensing required within four months from date of hire.

  • Travel up to 40% of your time, including overnights.

Visa Sponsorship

This position is not eligible for sponsorship for work authorization by Principal. Therefore, if you will require sponsorship for work authorization now or in the future, we cannot consider your application at this time.


Principal is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, gender identity, gender expression, pregnancy, national origin, citizenship status, disability, genetic characteristics, sexual orientation, marital status, domestic partner status, military status, protected veteran status, disability status or any other characteristic protected by law.