Retirement Plan Counselor

Empower; United States; On-site; USD 60,000 - 90,000; Full time

Job summary

Empower seeks a Retirement Plan Counselor to deliver on-site and virtual retirement plan education to North Carolina state and local government employees and educators. You will leverage Empower's technology to drive results and support the Relationship Management team in building key stakeholder relationships in Raleigh, NC.

You will lead one-on-one and group meetings, encourage plan enrollment and deferrals, and log activities in our systems.

Qualifications

• Bachelor's degree or equivalent experience.
• 2-4 years of relevant financial services experience.
• Proficiency in MS Word, Excel, PowerPoint and Teams.
• Strong relationship building and territory management skills.
• FINRA Series 6 and Series 63 registrations required.

Responsibilities

• Develop and facilitate education strategies via one-on-one virtual and on-site meetings.
• Drive participants to enroll, defer more, and roll over to improve retirement outcomes.
• Meet service level agreements and achieve business results.
• Complete reporting within required timeframes, logging meetings and outcomes.
• Build relationships with plan sponsors and stakeholders to maximize outcomes.
• Provide feedback to local managers on communication materials and strategies.
• Attend client meetings with service teams.
• May participate in finals presentations for new prospects in the territory.

Skills

Relationship building

Territory management

Strategic thinking

Independent worker

Client communication

Education

Bachelor's degree or equivalent experience

Tools

MS Word

MS Excel

PowerPoint

Teams

Salesforce (CRM)

Job description

The Retirement Plan Counselor is responsible for creating opportunities and delivering on-site and virtual retirement plan education to North Carolina state and local government employees and educators. The Counselor leverages Empower's industry leading technology and tools to drive positive results and help employees strive for a successful retirement. This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned.

This Counselor will work with public employees in the Raleigh, NC area and must be based in this territory.

What you will do

• 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
• 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

What you will bring

• Bachelor's degree and or equivalent experience considered in lieu of a degree
• 2 - 4 years relevant financial services experience
• Proficiency in MS Word, Excel, PowerPoint and Teams required
• Strong relationship building and territory management skills
• FINRA Series 6 and Series 63 registrations required

What will set you apart

• Working knowledge of Salesforce preferred
• Ability to calculate figures such as interest, proportions, percentages, and fractions required
• Strategic thinker who can work independently
• Practical experience providing high-level, consultative client interactions preferred
• Basic knowledge of defined contribution plans preferred