• Conduct individual and group presentations, in person or via video technology, to improve awareness of plan features and to grow plan assets • Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan • Actively participate in benefit fairs and new employee orientations • Participate in the annual plan review and financial education planning process • Assist Relationship Manager and/or District Vice President with targeted education campaigns to increase participation and deferral rates • Meet with participants and eligible employees to educate employees regarding plan participation • Travel dependent on your territory may be required for new plan enrollments