Jul 02, 2022
The Role We are seeking a motivated Retirement Education Consultant to drive asset growth in our managed accounts service, Morningstar Retirement Manager, by conducting one-on-one phone consultations, hosting informational webinars, attending on-site events such as employee benefits fairs, and leading other educational activities and campaigns. As a Retirement Education Consultant, you will develop productive relationships across our client base, convey our key selling points, and alleviate concerns from plan sponsors, advisors, and plan participants. Responsibilities Conduct one-on-one meetings regularly with plan participants that have access to our services. These will come in the format of Zoom, phone, and on-site or in-person meetings.Build and maintain strong relationships by working with plan sponsors directly or indirectly through retirement plan provider or RIA partnerships.Develop and facilitate digital workshops that support the business s strategic B2C marketing...
Morningstar
Chicago, IL, USA
Full-time