COMPANY OVERVIEW:

At Fisher\SMB, we are dedicated to guiding our clients through the complexities of retirement planning with expertise and care. Since our founding, we have specialized in providing retirement-focused financial strategies that support long-term security and sustainable growth. Our personalized approach combines in-depth market knowledge with a commitment to understanding each client’s unique financial goals.

As part of our team, you’ll be joining a group of professionals driven by a shared mission: to deliver exceptional service, uphold ethical standards, and contribute to our clients’ financial well sent confidence. We believe in fostering an environment where innovation, collaboration, and professional development are encouraged. If you are passionate about helping others secure their future while advancing your career in a supportive setting, Fisher\SMB is the place for you.

JOB SUMMARY:

The Participant Engagement Associate helps hard-working Americans plan and save for a comfortable retirement. Through virtual and onsite one-on-one education meetings, we help our participants craft a plan for their retirement including establishing a savings and investment strategy, setting up their online account, and rolling over any prior retirement accounts.

JOB RESPONSIBILITIES:

Educate participants on saving and investing for retirement through one-on-one meetings over the phone and in-person (*Both in English and Spanish).
Deliver group retirement planning education meetings in Spanish both virtual and onsite as needed.
Support Retirement Counselors with campaign resource planning, coordination, and booking.
Work with plan sponsors and participants on follow up items from one-on-one meetings, rolling over outside retirement accounts, and other service needs that arise.
Lead many side responsibilities, projects, and new programs essential to our growth as a department.

ADDITIONAL RESPONSIBILITIES:

Manage assigned team responsibilities.
Ensure timely data entry of all client interactions.
Support the development of team training materials.
Participate in team meetings and contribute to strategy discussions.

QUALIFICATIONS:

Bachelor's degree or equivalent combination of education and experience
At least 1-2 years of prior work experience in a related role/field
Strong service-oriented mindset and will-do attitude.
You meet challenges head-on; You learn from your setbacks and work towards improvement.
You are engaging and can connect with a wide array of audiences by phone, email, and face-to-face.
Ability to travel for work up to 30% of the time
*Bi-lingual in Spanish

EMPLOYEE BENEFITS:

At Fisher\SMB™, we are dedicated to the health, well-being, and future of our employees. We offer a competitive and comprehensive benefits package, including:

Health Insurance: Medical, dental, and vision premiums are 100% covered by the company, with flexible plan options to meet diverse needs. Preventive care is fully covered, and employees have access to an extensive provider network.
Retirement Savings: Our retirement plan offers a 50% employer match for contributions up to IRS limits, along with flexible investment options to accommodate different risk preferences.
Additional Insurance: Company-sponsored life, AD&D, short-term, and long-term disability insurance to provide peace of mind.
Employee Assistance Program (EAP): Confidential counseling and wellness support to help employees navigate life’s challenges.
Concierge Health Support: Access to "Ask Bennie," a dedicated healthcare concierge team to answer questions and provide guidance on health benefits.
Employee Perks and Discounts: Exclusive discounts on a range of services and products.

Join us at Fisher\SMB™ and experience a supportive environment that values your well-being, growth, and work-life balance.

EQUAL EMPLOYMENT OPPORTUNITY STATEMENT:

Fisher\SMB is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We prohibit discrimination and harassment of any kind based on race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, pregnancy, marital status, or any other protected characteristic as outlined by federal, state, or local laws.

All employment decisions at Fisher\SMB are based on business needs, job requirements, and individual qualifications. We encourage applicants of all backgrounds to apply and are dedicated to providing a fair, respectful, and accessible hiring process for all. Reasonable accommodations are available to candidates with disabilities to support their participation in the application and interview process.

DISCLAIMER:

This job description provides a summary of typical responsibilities and qualifications for this position; however, it is not intended to be exhaustive or comprehensive. Employees may be required to perform other job-related duties as assigned, and responsibilities, duties, and activities may change at any time with or without notice. This document does not create a contract of employment or alter the at-will employment relationship of Fisher\SMB.

FisherSMB

Participant Engagement Specialist

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FisherSMB

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