Retirement Plan Advisor - Data-Driven, Client-Focused

Empower; Charleston (SC); On-site; USD 72,200 - 101,975; Full time

Job summary

Empower in Charleston, SC, seeks a Retirement Plan Advisor to guide public sector participants through retirement readiness and defined contribution plans. You will deliver presentations, build partnerships with stakeholders, and manage field engagements across the state.

Data-driven, analytical thinking will lead conversations with participants to meet SLAs and annual targets while supporting Relationship Management.

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 required.
• Strong relationship building and territory management skills required.
• 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, as well as other individual meetings and group presentations, with targeted participants 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 meeting by using various technologies in a professional manner
• Manage meeting schedule, including travel booking
• Create and execute dynamic business plans and tactics to drive positive 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

Strategic thinking

Relationship building

Territory management

FINRA registrations experience

Education

Bachelor's degree

Tools

MS Office suite (Word/Excel/PowerPoint/Teams)

Salesforce (preferred)

Job description

Empower in Charleston, SC, seeks a Retirement Plan Advisor to guide public sector participants through retirement readiness and defined contribution plans. You will deliver presentations, build partnerships with stakeholders, and manage field engagements across the state.

Data-driven, analytical thinking will lead conversations with participants to meet SLAs and annual targets while supporting Relationship Management.