Retirement Plan Counselor

Empower Retirement, LLC; United States; Remote; USD 60,000 - 84,000; Full time

Benefits offered by this job

Medical Insurance

Retirement 401(k) with company match

Tuition reimbursement

Paid time off

Volunteer time off

BRGs and inclusive culture

Job summary

Empower Retirement, LLC is seeking a Retirement Plan Counselor to deliver on-site and virtual education and enrollment presentations for defined contribution plans across Louisiana and surrounding areas. Travel as needed is required to support relationships with plan sponsors and stakeholders.

The role focuses on driving enrollment, deferrals and rollovers, with reporting and collaboration across the Relationship Management team.

Qualifications

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

Responsibilities

• Develop and facilitate on-site and virtual education presentations
• Drive plan enrollment deferrals and rollovers
• Meet service level agreements and achieve business results
• Complete reporting requirements and log meetings/outcomes
• Build relationships with plan sponsors and stakeholders
• Manage meeting schedules and travel bookings
• Provide feedback on materials and strategies to local managers
• Attend client meetings with service team members
• Participate in finals presentations for new prospects as needed

Skills

Presentation skills

MS Word

Excel

PowerPoint

Teams

Relationship building

Territory management

FINRA Series 6 and Series 63

FINRA fingerprinting

Bilingual Spanish (preferred)

Education

Bachelor's degree

Equivalent experience considered

Tools

Salesforce

Job description

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

The Retirement Plan Counselor is responsible for delivering on-site and virtual education and enrollment presentations to new and existing defined contribution 401(k)/(a), 403(b), and/or Government 457 plan participants across all plan sizes. 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 position will work in Louisiana and surrounding areas. The Retirement Plan Counselor must be based in this territory with the ability to travel as needed.

What you will do

• Develop and facilitate communication and education strategies by conducting virtual and on-site group meeting (no one-on-ones) 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

What you will bring

• Bachelor's degree and 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 within established timelines required
• FINRA fingerprinting 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
• Bilingual Spanish preferred, but not required

#PJRPA

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.

What we offer you

• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

Base Salary Range

Base Salary Range $59,700.00 - $84,300.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed.

Non-sales positions have the opportunity to participate in a bonus program.

Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance.

Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer

Drug-free workplace

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

Remote and Hybrid Positions

For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.

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