Remote Retirement Plan Counselor for Public Sector Futures

Empower Retirement, LLC; Raleigh (NC); On-site; USD 59,700 - 84,300; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) with company matching

Tuition reimbursement

Paid time off

Job summary

Empower Retirement, LLC is seeking a Retirement Plan Counselor to educate North Carolina state and local government employees and educators, using Empower’s technology to drive meaningful retirement outcomes.

Based in Raleigh, NC, you will build relationships with plan sponsors, conduct on-site and virtual sessions, manage schedules and reporting, and collaborate with the Relationship Management team to advance customer results.

Qualifications

• Bachelor's degree 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 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

Strong presentation skills

MS Office

Relationship building

Territory management

Education

Bachelor's degree

Tools

Salesforce

Job description

Empower Retirement, LLC is seeking a Retirement Plan Counselor to educate North Carolina state and local government employees and educators, using Empower’s technology to drive meaningful retirement outcomes.

Based in Raleigh, NC, you will build relationships with plan sponsors, conduct on-site and virtual sessions, manage schedules and reporting, and collaborate with the Relationship Management team to advance customer results.