Retirement Plan Advisor & Enrollment Specialist

Empower Retirement; Wilmington (DE); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, vision and life

401(k) with company match

Tuition reimbursement

Paid time off

Volunteer time off

BRGs and inclusive culture

Job summary

Empower Retirement seeks a Retirement Plan Counselor to deliver on-site and virtual education for 401(k), 403(b), and Government 457 plan participants across diverse client sizes. You will leverage Empower's technology to drive enrollment, deferral increases and rollovers while supporting relationship management with key stakeholders in your territory.

The role requires a Bachelor's degree or equivalent, 2–4 years in financial services, proficiency with MS Word/Excel/PowerPoint/Teams, and FINRA

Qualifications

• Bachelor's degree or equivalent experience
• 2–4 years relevant financial services experience
• Strong presentation skills
• Proficiency in MS Word, Excel, PowerPoint and Teams
• Strong relationship building and territory management skills
• FINRA Series 6 and Series 63 registrations within established timelines required
• FINRA fingerprinting required

Responsibilities

• Develop and facilitate education strategies through on-site and virtual meetings
• Drive participants to enroll, increase deferrals, and rollover from previous plans
• Meet service level agreements and achieve business results
• Record meetings, attendees and outcomes in required systems
• Build relationships with plan sponsors, stakeholders, and clients
• Manage meeting schedules and travel arrangements
• Provide feedback on communications materials and assist with alternatives
• Attend client meetings with service teams and participate in finals presentations for prospects as needed

Skills

Presentation skills

Relationship building

Territory management

FINRA registrations

Education

Bachelor's degree or equivalent

Tools

MS Word

Excel

PowerPoint

Teams

Salesforce

Job description

Empower Retirement seeks a Retirement Plan Counselor to deliver on-site and virtual education for 401(k), 403(b), and Government 457 plan participants across diverse client sizes. You will leverage Empower's technology to drive enrollment, deferral increases and rollovers while supporting relationship management with key stakeholders in your territory.

The role requires a Bachelor's degree or equivalent, 2–4 years in financial services, proficiency with MS Word/Excel/PowerPoint/Teams, and FINRA