Bilingual Retirement Plan Educator & Enrollment Counselor

Empower LLC; Philadelphia (Philadelphia County); On-site; USD 59,700 - 84,300; Full time

Benefits offered by this job

Medical, dental, vision and life insu​

401(k) with company match

Tuition reimbursement

Casual dress

Paid time off + holidays

Volunteer time

Parental leave

BRGs open to all

Job summary

Empower LLC in Philadelphia is seeking a Retirement Plan Counselor to deliver on-site and virtual education and enrollment presentations for 401(k)/403(b)/457 plan participants. You will leverage Empower’s technology to drive enrollment, deferrals, and rollovers while supporting relationship management with key stakeholders in the territory.

This role requires bilingual Spanish fluency, a valid FINRA license set, and a Bachelor's degree or equivalent experience.

Qualifications

• Bachelor's degree 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.

Responsibilities

• 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

Skills

Presentation skills

Relationship building

Territory management

Strategic thinker

Independent worker

Education

Bachelor's degree or equivalent experience

Tools

MS Word

Excel

PowerPoint

Teams

Salesforce

FINRA Series 6

FINRA Series 63

FINRA fingerprinting

Job description

Empower LLC in Philadelphia is seeking a Retirement Plan Counselor to deliver on-site and virtual education and enrollment presentations for 401(k)/403(b)/457 plan participants. You will leverage Empower’s technology to drive enrollment, deferrals, and rollovers while supporting relationship management with key stakeholders in the territory.

This role requires bilingual Spanish fluency, a valid FINRA license set, and a Bachelor's degree or equivalent experience.