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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.