Retirement Plan Counselor — Education & Enrollment (MN)

Empower; Saint Paul (MN); Hybrid; USD 58,500 - 82,650; Full time

Benefits offered by this job

Medical, dental, vision and life insurance

401(k) with generous matching contributions

Tuition reimbursement up to $5,250/year

Generous paid time off

Paid volunteer time — 16 hours/year

Leave of absence programs

Job summary

A leading financial services company seeks a Retirement Plan Counselor in Saint Paul, MN. The successful candidate will deliver engaging virtual and on-site presentations to enhance retirement outcomes for clients. An ideal applicant has a Bachelor's degree and 2-4 years of experience in financial services, with strong presentation and relationship-building skills. A flexible working environment and competitive benefits await. Candidates must reside near Minneapolis for this role.

Qualifications

• 2-4 years relevant financial services experience.
• FINRA Series 6 and Series 63 registrations required.
• Ability to travel using personal vehicle, airline, and overnight travel.

Responsibilities

• Deliver on-site and virtual education and enrollment presentations.
• Drive participants to improve their retirement outcomes.
• Build strong relationships with key plan sponsors.

Skills

Strong presentation skills

Relationship building

Territory management

Education

Bachelor's degree or equivalent experience

Tools

MS Word

MS Excel

MS PowerPoint

MS Teams

Salesforce

Job description

A leading financial services company seeks a Retirement Plan Counselor in Saint Paul, MN. The successful candidate will deliver engaging virtual and on-site presentations to enhance retirement outcomes for clients. An ideal applicant has a Bachelor's degree and 2-4 years of experience in financial services, with strong presentation and relationship-building skills. A flexible working environment and competitive benefits await. Candidates must reside near Minneapolis for this role.