Empower

Retirement Plan Counselor

Empower

full-time

Posted on:

Location Type: Remote

Location: Remote • Minnesota • 🇺🇸 United States

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Salary

💰 $58,500 - $82,650 per year

Job Level

JuniorMid-Level

About the role

  • Develop and facilitate communication and education strategies by conducting one-on-one virtual and on-site group meeting by using various technologies in a professional manner
  • Drive participants to take measurable actions to improve their retirement outcomes including plan enrollment, deferral increases, and rollovers from previous plans
  • Achieve business results and facilitate impactful conversations while meeting service level agreements
  • Consistently complete reporting requirements within required timeframes including logging meetings, attendees and outcomes in appropriate systems
  • Build strong relationships with assigned key contacts, plan sponsor representatives and internal stakeholders to maximize successful participant outcomes
  • Manage meeting schedule, including travel booking
  • Provide feedback to local relationship managers about the effectiveness of communication materials/strategies and assist in identifying alternatives
  • Attend client meetings with other service team members
  • May be asked to participate in finals presentations for new prospects based on the demands of the territory

Requirements

  • Bachelor's degree and or equivalent experience considered in lieu of a degree
  • 2 – 4 years relevant financial services experience
  • Strong presentation skills required
  • Proficiency in MS Word, Excel, PowerPoint and Teams required
  • Strong relationship building and territory management skills
  • FINRA Series 6 and Series 63 registrations within established timelines required
  • FINRA fingerprinting required
  • Ability to travel using personal vehicle, airline and overnight travel.
Benefits
  • Medical, dental, vision and life insurance
  • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%)
  • Tuition reimbursement up to $5,250/year
  • Business-casual environment that includes the option to wear jeans
  • Generous paid time off upon hire – including paid time off program plus ten paid company holidays and three floating holidays each calendar year
  • Paid volunteer time — 16 hours per calendar year
  • Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
  • Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
presentation skillsfinancial services experiencereporting requirementscommunication strategiesmeeting facilitationterritory management
Soft skills
relationship buildingcommunicationorganizationalinterpersonalfeedback provision
Certifications
Bachelor's degreeFINRA Series 6FINRA Series 63FINRA fingerprinting