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Financial Education Specialist

Italy, Milan Employment contract 32000.00 EUR / Year · Job Posted July 02, 2026
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Job Description

As our Financial Education Specialist, you’ll be the person who empowers our corporate clients' employees by guiding them through their social security and pension projections.

Job Responsibility

  • Delivering educational webinars or live sessions on social security and pensions to employees of our corporate clients
  • Conducting individual sessions to guide employees in reading their pension projections using INPS simulators
  • Strictly following standardized scripts and processes, ensuring the scope remains strictly educational with no financial advice or product recommendations
  • Managing the pipeline, maintaining clean CRM records, and managing leads, calendars, and session outputs via CRM while maintaining a relationship with the employer
  • Taking an active role in developing the newly launched business units, ensuring the achievement of success metrics and a flawless customer experience.

Requirements

  • You hold a junior profile with a degree in Economics, preferably with a focus on Finance, Financial Markets, or disciplines related to social security and pensions
  • You possess the key competency to explain complex topics in a simple, engaging way, both in front of a group and in a 1-to-1 interview
  • You are ready to dive in and build deep knowledge of the pension system, which will be constructed internally.

What we offer

  • Private insurance for you and your family
  • Psychological support with Serenis
  • Mental health workshops
  • Stock Option Plan
  • Meal vouchers
  • Relocation support if you’re moving countries
  • Professional development programs
  • Internal mobility
  • Language courses with Preply
  • Unlimited PTO
  • Hybrid working policy
  • Flexible working hours
  • Enhanced parental leave
  • Additional leave for child sickness

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