Financial Education Specialist

About the role

You will be the trusted guide who empowers corporate employees to understand and navigate their social security and pension future with confidence. In this role, you own the entire educational journey, from initial contact to final follow-up, ensuring every interaction is clear, structured, and strictly educational. You will translate complex pension concepts into simple, engaging narratives that help employees feel informed and prepared. Every session you lead reinforces Satispay's mission of building a financial platform that truly serves people in concrete ways. You will work closely with business units to refine the learning experience and uphold the highest standards of professionalism. Your work will directly contribute to building long-term trust with corporate clients and their teams. This is an ownership role where your decisions shape the quality and impact of the educational program.

Key facts

What you'll do

• Design and deliver educational webinars and live sessions focused on social security and pension projections for corporate employee groups.
• Conduct one-to-one sessions that guide employees step by step through INPS pension simulators and personal projection reports.
• Interpret complex regulatory and pension information into clear, accessible language for diverse audiences.
• Maintain strict adherence to standardized educational scripts that prevent the crossing into financial advice or product selling.
• Build and manage a qualified pipeline of corporate contacts while updating every interaction meticulously in the CRM system.
• Coordinate calendars, schedule sessions, and manage all logistical aspects of virtual or in-person workshops.
• Record session outputs, key questions, and feedback directly into CRM tools to preserve institutional knowledge.
• Collaborate closely with business unit owners to refine content, improve clarity, and align with evolving business goals.
• Monitor engagement metrics and learning outcomes to continuously optimize the educational experience.
• Act as the primary point of contact for employers, ensuring a seamless and professional experience from first contact to final session.
• Identify recurring themes in employee questions and share insights with product and content teams for future improvements.
• Support the launch and scaling of newly created business units by implementing consistent educational playbooks.
• Ensure every interaction reflects Satispay's values of transparency, clarity, and respect for the user's financial journey.
• Contribute to the documentation of best practices and training materials for future hires in the educational stream.

Requirements

• You hold a degree in Economics, with a preference for focus areas such as Finance, Financial Markets, or disciplines linked to social security and pensions.
• You possess the ability to explain intricate topics in a simple, engaging, and jargon-free manner.
• You are comfortable holding both group webinars and confidential one-to-one conversations with employees.
• You are genuinely eager to build deep, internal knowledge of the Italian pension system through training and guided materials.
• You strictly respect boundaries between education and advice, never steering employees toward specific financial products.
• You demonstrate ownership and follow-through, ensuring every task you start reaches a high standard of completion.
• You are comfortable working within structured processes while still bringing a human, empathetic touch to every interaction.
• You communicate fluently in Italian, both in writing and during live educational sessions.
• You are comfortable using CRM platforms to manage leads, update records, and track educational interactions.
• You are available to work from the Milan office with a hybrid schedule that includes set in-office days.

Nice to have

None listed.

Practical notes

• Initial salary is from €32,000 gross per annum, based on objective, gender-neutral criteria for the role's core requirements.
• The final compensation package may be adjusted according to your unique experience and expertise.
• You are expected to work from the Milan office, with a hybrid model of three days per week in-office, including Tuesday and Thursday plus one chosen day.
• You may request additional remote time depending on team and business needs.
• This is a full-time, permanent employment engagement.
• No visa or travel requirements are specified for this role.
• There are no application deadlines communicated in the source material.

CareAbout: how we support your impact

We move fast, and evolution never stops. It's a fun ride, but it can be challenging. To make sure our people truly thrive, we're committed to making their lives easier, both in the office and out in the world. That's why we created CareAbout:

• Health support includes private insurance for you and your family, psychological assistance with Serenis, and mental health workshops.
• Financial resources include a Stock Option Plan, meal vouchers, and relocation support if you are moving countries.
• Growth and development are supported through professional development programs, internal mobility opportunities, and language courses provided with Preply.
• Flexibility is built into our culture with Unlimited PTO and a hybrid working policy that balances office presence with remote flexibility.
• Family support is strengthened with enhanced parental leave and additional leave for child sickness.

Equal opportunity employer

At Satispay, we are proud to be an equal opportunity employer. We celebrate diversity and inclusion, welcoming individuals of all backgrounds. This opportunity is open to everyone, regardless of race, color, religion, sex, gender identity, sexual orientation, and national origin. Join us in a workplace where everyone belongs.

Learn more about us

Our values and pillars aren't just fancy words on a page - they really shape everything we do. Explore them here https://www.satispay.com/en-it/work-at-Satispay/.

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