Remote Retirement Plan Advisor – Public Sector

Empower Retirement; Jacksonville (FL); On-site; USD 72,000 - 102,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) with company match

Tuition reimbursement

Casual dress code

Generous PTO

Job summary

Empower Retirement in Jacksonville, FL is seeking a Retirement Plan Advisor to help public employees achieve retirement readiness through group and individual presentations. You will use data-driven insights to lead conversations, meet service level agreements, and support the Relationship Management team in the assigned territory.

You will develop partnerships with stakeholders, conduct on-site and virtual meetings, document interactions in Salesforce, and ensure regulatory compliance while

Qualifications

• Bachelor's degree or equivalent work experience
• 3-5 years relevant financial services experience
• Strong presentation skills required
• Proficiency in MS Word, Excel, PowerPoint, and Teams
• Strategic thinker who can work independently
• Strong relationship building and territory management skills
• FINRA Series 6, 63, 65 registrations required within established timeline; current FINRA registrations strongly preferred
• FINRA fingerprinting required upon hire

Responsibilities

• Conduct Retirement Readiness Reviews and group presentations to improve retirement outcomes
• Develop and maintain strategic partnerships with key stakeholders in the territory
• Conduct one-on-one virtual and on-site group meetings using various technologies
• Manage meeting schedule, including travel booking
• Create and execute dynamic business plans to drive retirement income objectives
• Document interactions in Salesforce and ensure regulatory compliance
• Achieve plan level and individual goals to meet service level agreements
• Participate in client meetings and external events as needed
• Collaborate across internal service and management teams to improve effectiveness

Skills

Bachelor's degree

Financial services experience

Presentation skills

MS Office

Independent thinker

Relationship building

Territory management

FINRA licenses 6/63/65

FINRA fingerprinting

Education

Bachelor's degree or equivalent

Tools

Salesforce

Job description

Empower Retirement in Jacksonville, FL is seeking a Retirement Plan Advisor to help public employees achieve retirement readiness through group and individual presentations. You will use data-driven insights to lead conversations, meet service level agreements, and support the Relationship Management team in the assigned territory.

You will develop partnerships with stakeholders, conduct on-site and virtual meetings, document interactions in Salesforce, and ensure regulatory compliance while