Remote Retirement Plan Advisor & Readiness Specialist

Empower Retirement, LLC; Utah; Hybrid; 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

Paid time off

Volunteer time off

BRGs

Job summary

Empower Retirement, LLC in Utah seeks a Retirement Plan Advisor to help participants achieve a secure retirement through group and individual presentations for 401(k) and 403(b) plans. You will use data-driven analysis to support retirement readiness and meet annual targets, serving multiple clients across the West with occasional overnight travel.

You will build strategic partnerships, conduct meetings both virtual and on-site, document interactions in Salesforce, and collaborate with

Qualifications

• Bachelor's degree or equivalent work experience in lieu of a degree.
• 3–5 years relevant financial services experience.
• Strong presentation skills required.
• Proficiency in MS Word, Excel, PowerPoint, and Teams required.
• 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.

Responsibilities

• Conduct Retirement Readiness Reviews and group presentations using consultative expertise to improve retirement outcomes.
• Develop and maintain strategic partnerships with key stakeholders for each location within assigned territory or for assigned employer-sponsored plans.
• Conduct one-on-one virtual and on-site group meetings using various technologies in a professional manner.
• Manage meeting schedule, including travel booking.
• Create and execute dynamic business plans and tactics to drive retirement income objectives for participants.
• Document interactions in Salesforce and collect required information to adhere to guidelines for regulatory compliance.
• Achieve plan level and individual goals to help achieve service level agreements and business results.
• Participate in client meetings, sales finals, or other external meetings as needed.
• Work collaboratively across internal service and management teams to improve effectiveness.

Skills

Presentation skills

Relationship building

Territory management

Independent work

FINRA registrations

Education

Bachelor's degree or equivalent

Tools

Salesforce

Job description

Empower Retirement, LLC in Utah seeks a Retirement Plan Advisor to help participants achieve a secure retirement through group and individual presentations for 401(k) and 403(b) plans. You will use data-driven analysis to support retirement readiness and meet annual targets, serving multiple clients across the West with occasional overnight travel.

You will build strategic partnerships, conduct meetings both virtual and on-site, document interactions in Salesforce, and collaborate with