On-Site & Virtual Retirement Plan Educator

Empower; Wilmington (DE); Hybrid; USD 60,000 - 95,000; Full time

Benefits offered by this job

Medical, dental, vision, and life ins.

401(k) with company match

Tuition reimbursement

Paid time off and holidays

Volunteer time

Job summary

Empower is seeking a Retirement Plan Counselor to deliver on-site and virtual education and enrollment presentations for defined contribution plans across all sizes. You will use Empower’s technology to drive enrollment and deferrals while supporting Relationship Management in stakeholder engagement within your territory.

The role requires a Bachelor's degree or equivalent, 2–4 years in financial services, and FINRA licenses.

Qualifications

• 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

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

Relationship building

Territory management

Financial services knowledge

Education

Bachelor's degree or equivalent

Tools

Salesforce

MS Word

MS Excel

PowerPoint

Teams

Job description

Empower is seeking a Retirement Plan Counselor to deliver on-site and virtual education and enrollment presentations for defined contribution plans across all sizes. You will use Empower’s technology to drive enrollment and deferrals while supporting Relationship Management in stakeholder engagement within your territory.

The role requires a Bachelor's degree or equivalent, 2–4 years in financial services, and FINRA licenses.