Outreach Event & Retirement Specialist

Please submit resume to
Human Resources.

MINIMUM QUALIFICATIONS & EDUCATION

• Bachelor's degree in Business Administration or related field.
• Two years of full-time experience in banking, accounting, claims processing, or finance position involving interpreting, applying, and communicating complex laws, regulations, and policies.
• Ability to travel at least 50% of the time throughout State of Georgia.
• Demonstrated ability to cultivate relationships with customers and co-workers.
• Ability to work occasional overtime, weekends, or extended hours needed to accommodate customers.
• Demonstrated experience conducting detailed presentations and/or counseling customers on retirement plans.
• Intermediate knowledge of Microsoft Office Suite.
• Demonstrated skills using internet for research.

ADDITIONAL ELIGIBILITY & QUALIFICATIONS (CERTIFICATES, SPECIAL EQUIPMENT)

• Excel at public speaking, as well as one-on-one conversations. Ability to instill confidence and quickly establish a rapport with people.Excel at public speaking, as well as one-on-one conversations. Ability to instill confidence and quickly establish a rapport with people.
• Previous retirement planning and/or benefits counseling, finance, banking or customer service experience preferred.
• Personnel and project management experience preferred.

ESSENTIAL DUTIES & RESPONSIBILITIES

• Workshop and Event Coordination:
  • Collaborate closely with the Member Services division to schedule outreach workshops based on the RESA-based model, ensuring adequate availability for workshops throughout the state.
  • Schedule online registration and beneficiary designation events to increase member participation.
  • Work with the Member Services division to hold joint-events with their counseling events, facilitating beneficiary registration, online designation events, and workshops.
  • Manage requests from employers for TRS events.
  • Update Outreach Administration events as necessary.
  • Present at K-12, colleges, universities, educational agencies, libraries, etc., to provide pension education to members and retirees.
• Member Education and Engagement:
  • Conduct virtual workshops to educate members about pension benefits.
  • Attend benefit fairs, conferences, conventions, and retiree events to educate members and retirees.
  • Present to members on TRS benefit options through workshops, and seminars.
• Employer and Stakeholder Relations:
  • Work closely with employers throughout the State to schedule events, including building new and cultivating existing relationships, scheduling, organizing, and marketing events, and entering events in the online registration system.
  • Occasionally assist in training employers on all TRS event policies and procedures.
  • Maintain and develop new relationships with educational organizations throughout the State.
• Logistics and Administration:
  • Manage logistics for travel and report expenses in a timely manner.
  • Work with the communications team and outreach program manager to promote events and ensure maximum attendance.
  • Research and respond to inquiries from members and employers regarding TRS laws and policies, required documentation, and other matters regarding member accounts.
  • Assist in the development and implementation of presentations, events, and other programs that benefit TRS members.
• Performance and Quality Assurance:
  • Ensure individual annual performance goals are met, including the number of workshops, seminars, and counseling sessions performed; counties and employers visited; satisfaction surveys collected; and achieving high quality assurance percentages.

KSA’S (KNOWLEDGE, SKILLS, AND ABILITIES)

• Knowledge of Teachers Retirement System operations, policies, and procedures.
• Skill in Microsoft Office products.
• Skill in problem solving, time management, organization, and decision making.
• Skill in project management, organizing, and planning work.
• Skill in oral and written communication.
• Skill in small-large group presentations, as well as one-on-one meetings.

CORE COMPETENCIES

• Teamwork
• Customer Service
• Accountability
• Communication
• Judgment And Decision Making

WORK ENVIRONMENT

• This position requires person be able to frequently travel to various locations throughout the State of Georgia to educate, communicate and converse with members of the retirement system regarding their TRS benefit. Also, this position requires the ability to operate and use a laptop and other technical equipment.

PHYSICAL REQUIREMENTS OF THE JOB

• Exerts up to 25 lbs. of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull, or otherwise.
• This position will travel up to 50% to other locations throughout the state of GA

HOW TO APPLY

Please submit resume electronically to Human Resources.