Remote Retirement Plan Counselor & Education Specialist

Empower Retirement, LLC; California; Hybrid; USD 72,000 - 101,000; Full time

Benefits offered by this job

Medical, dental, vision and life

401(k) with company match

Tuition reimbursement

Paid time off

Volunteer time

Job summary

Empower Retirement, LLC is hiring a Retirement Plan Counselor to provide on-site and virtual education and enrollment for new and existing 457 plan participants across plan sizes. You will leverage Empower’s technology to drive enrollment and deferrals while supporting relationships with stakeholders in the Los Angeles County territory.

Remote/hybrid options available with required reliable internet. The role requires a Bachelor's degree (or equivalent), FINRA Series 6 and 63, 2–4 years in

Qualifications

• Bachelor's degree or equivalent experience.
• FINRA Series 6 and Series 63 registrations required.
• 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 fingerprinting required.

Responsibilities

• Develop and deliver education and enrollment presentations (on-site and virtual).
• Drive participants to enroll, increase deferrals, and manage rollovers.
• Achieve business results while meeting service level agreements.
• Complete reporting within required timeframes in appropriate systems.
• Build relationships with key contacts, sponsors, and stakeholders.
• Manage meeting schedule, including travel when needed.
• Provide feedback to local managers on communication materials.
• Attend client meetings with the service team.

Skills

Strong presentation skills

MS Word

MS Excel

PowerPoint

Teams

Relationship building

Territory management

FINRA fingerprinting

Education

Bachelor's degree or equivalent

Tools

Salesforce

Job description

Empower Retirement, LLC is hiring a Retirement Plan Counselor to provide on-site and virtual education and enrollment for new and existing 457 plan participants across plan sizes. You will leverage Empower’s technology to drive enrollment and deferrals while supporting relationships with stakeholders in the Los Angeles County territory.

Remote/hybrid options available with required reliable internet. The role requires a Bachelor's degree (or equivalent), FINRA Series 6 and 63, 2–4 years in