Retirement Education Specialist

4 weeks ago


Remote, United Kingdom AVC Wise Full time

**Job Title: Retirement Education Specialist**

**Line Manager: Retirement Education Director**

**Salary: £33,075 per annum plus Commission (OTE £53,375)**

**Hours: 37.5 hours per week (Monday to Friday)**

**About AVC Wise**

We are a B2B sales operation, selling a cost saving solution to Local Government employers. We aim to grow pension plan holders (Salary Sacrifice Shared Cost Additional Voluntary Contributions) for our customers, which in turns saves them money.

You’ll find AVC Wise to be a company that’s focused on being an employer of choice where people thrive, and your voice is truly heard. We empower our colleagues to do great work by investing in learning, personal development, and technology.

We are an award-winning team of 75, the youngest business to win Employer of the Year at the Investors in People awards in 2023. An incredible achievement as we operate as a fully remote business. We are a Living Wage Employer and Disability Confident Employer.

The future is bright for our business, so we are looking for experience and ambition as we move on to our next chapter.

In addition to a competitive salary and a wide range of benefits, AVC Wise offers exciting and challenging roles within a growing company. We strive to hire and develop the right people, stimulating personal growth and self-development.

**Role Purpose**
- To host presentations via online Webinar to groups of staff to promote general financial education including the Local Government Pension Scheme (LGPS) and Shared Cost AVCs.
- To conduct individual meeting sessions with employees to promote the LGPS and Shared Cost AVCs.
- To be an acknowledged expert for wider financial topics, Shared Cost AVCs, and the LGPS.
- To be an additional point of contact where enquiries from employees cannot be answered by the Customer Service Team

**Key Responsibilities**

Reporting into the Retirement Education Director, your main responsibilities in this role include:

- Understand and articulate the value of the company’s products to employees who are members of the LGPS.
- Working with the Customer Service Team to resolve employee enquiries that cannot be answered at the first point of contact.
- Provide training and support to the Customer Service Team to increase knowledge of Shared Cost AVCs.
- Provide added capacity and backfill to the Customer Service Team answering employee enquiries to cover peaks in demand and holidays.
- Gathering evidence for testimonials and case studies to promote the company’s products to potential customers.
- Create reports on effectiveness of webinars and identify improvements to messages being provided.
- Record activity on AVC Wise systems including the CRM, Customer Service system and AVC Wise platform.
- Be a point of escalation for the wider Sales Team for queries on existing key accounts and liaise with the customer to resolve issues.
- Attend and arrange promotional events and roadshows to promote registrations and product awareness at customers offices and trade shows.

This list is not exhaustive, and a full job description is available.

**A bit about you**
- 3 Years experience in Financial Services.
- Demonstrated knowledge of financial products.
- Customer facing experience related to communicating financial products.
- Track record of converting individuals to take up financial products.
- Being able to explain difficult financial concepts to the general population.
- Presenting to audiences either online and / or in person.
- Managing a relationship with a customer representative.
- Previous work experience in a LGPS AVC Provider / LGPS Pension Fund / paraplanner. (desirable)

**Benefits**

This a role that offers true satisfaction with the chance to help other people. We value each of our colleagues’ contribution and we offer benefits that cater to our colleagues’ mental, physical, and financial wellbeing. We know that we all want different things so there’s something for everyone. Here’s just a few things we offer:

- £200 allowance to get your home office set up.
- A generous holiday allowance of 25 days plus the day off for your birthday.
- Contributory pension scheme (4% Employer, 5% Employee), with the option to top up your pension.
- Affordable salary sacrifice benefits such as Cycle to Work, Home and Electronics, Gym Memberships Travel & Leisure, Lease Cars and much more.
- Discounts and savings on shopping, travel, entertainment and more.
- Access to our outstanding Employee Assistance Programme.
- Access to Your Care and our own Wellbeing Hub.
- Enhanced Family Friendly Pay.
- Peer to Peer Recognition.
- Quarterly socials and team events.
- Significant training and development opportunities.
- Volunteer day.
- Annual leave purchase.
- Health Cash Plan.
- Enhanced Company Sick Pay.
- Long Service Awards.
- Group Life Insurance.

As we are a remote company, all our interviews will be conducted online via Microsoft Teams.

If invited for an interview, and you require a



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