Idaho Retirement Plan Counselor – Travel

Empower; Boise (ID); On-site; USD 60,000 - 84,000; Full time

Benefits offered by this job

Medical insurance

Dental & Vision

401(k) with company match

Tuition reimbursement

Paid time off

Volunteer time off

Parental leave

Job summary

Empower is seeking a Retirement Plan Counselor to educate and enroll Government 457 plan participants, delivering on-site and virtual presentations across Idaho. The role supports Relationship Management with key stakeholders and requires travel within Idaho.

A bachelor’s degree or equivalent experience is acceptable, along with FINRA licenses and strong presentation skills. The position offers base salary and potential bonuses, with comprehensive benefits including health coverage, 401(k)

Qualifications

• Bachelor's degree or equivalent experience required.
• 2–4 years of 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 via one-on-one virtual and on-site group meetings.
• Drive participants to take actions: enrollment, deferral increases, rollovers.
• Meet service levels and achieve business results.
• Complete reporting requirements, log meetings, attendees and outcomes in systems.
• Build relationships with key contacts, plan sponsors and internal stakeholders.
• Manage meeting schedules and travel bookings.
• Provide feedback to local relationship managers on materials and strategies.
• Attend client meetings with service team members.
• May participate in finals presentations for new prospects.

Skills

Presentation skills

Relationship building

Territory management

Financial services experience

Education

Bachelor's degree or equivalent

Tools

MS Word

Excel

PowerPoint

Teams

Salesforce

Job description

Empower is seeking a Retirement Plan Counselor to educate and enroll Government 457 plan participants, delivering on-site and virtual presentations across Idaho. The role supports Relationship Management with key stakeholders and requires travel within Idaho.

A bachelor’s degree or equivalent experience is acceptable, along with FINRA licenses and strong presentation skills. The position offers base salary and potential bonuses, with comprehensive benefits including health coverage, 401(k)