Bilingual Retirement Plan Counselor

Empower Retirement, LLC; New Jersey; Hybrid; USD 69,000 - 97,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) with company matching

Tuition reimbursement

Job summary

Empower Retirement, LLC is seeking a Retirement Plan Counselor to deliver on-site and virtual education and enrollment presentations for defined contribution plans across all sizes. The role includes engaging with plan sponsors and participants, driving enrollment and deferral actions, and maintaining strong stakeholder relationships.

The candidate should have a Bachelor's degree or equivalent experience, 2–4 years in financial services, excellent presentation skills, and FINRA registrations

Qualifications

• Bachelor's degree or equivalent experience.
• 2–4 years relevant financial services experience.
• Strong presentation skills.
• Proficiency in MS Word, Excel, PowerPoint and Teams.
• Strong relationship building and territory management skills.
• FINRA Series 6 and Series 63 registrations within established timelines.
• FINRA fingerprinting required.
• Bilingual in Spanish is a plus.

Responsibilities

• Develop and facilitate education strategies via on-site and virtual meetings.
• Drive actions like plan enrollment, deferral increases, and rollovers.
• Meet service level agreements and complete reporting in required systems.
• Build relationships with plan sponsors, stakeholders and customers.
• Manage meeting schedules and travel arrangements.
• Provide feedback on communication materials and strategies.
• Attend client meetings with service teams.

Skills

Presentation skills

MS Office

Relationship building

Territory management

Bilingual Spanish

Education

Bachelor's degree

Tools

Salesforce

Job description

Empower Retirement, LLC is seeking a Retirement Plan Counselor to deliver on-site and virtual education and enrollment presentations for defined contribution plans across all sizes. The role includes engaging with plan sponsors and participants, driving enrollment and deferral actions, and maintaining strong stakeholder relationships.

The candidate should have a Bachelor's degree or equivalent experience, 2–4 years in financial services, excellent presentation skills, and FINRA registrations