Retirement Plan Counselor - Idaho

Empower Retirement; Boise (ID); Hybrid; USD 60,000 - 84,000; Full time

Benefits offered by this job

Medical insurance

Dental coverage

Vision insurance

Life insurance

401(k) with match

Tuition reimbursement

Paid time off

Volunteer time off

BRGs

Job summary

Empower Retirement is seeking a Counselor to deliver on-site and virtual education and enrollment presentations for 401(k), 403(b), and Government clients across the territory. You will leverage Empower's technology to drive enrollment, deferrals, and rollovers, while supporting the Relationship Management team in building strong stakeholder relationships.

The role emphasizes travel across the territory, strong presentation skills, and collaboration with client contacts and service teams to

Qualifications

• Bachelor's degree or equivalent experience required
• 2–4 years in financial services
• Strong presentation skills
• Proficient in MS Word, Excel, PowerPoint and Teams
• Experience with Salesforce preferred
• FINRA licenses required or pursuing
• Bilingual preferred

Responsibilities

• Develop and deliver on-site and virtual education presentations.
• Drive participant actions toward enrollment and deferral increases.
• Meet service level agreements and report activities.
• Log meetings, attendees and outcomes in systems.
• Build relationships with sponsors, contacts and stakeholders.
• Coordinate travel and scheduling for meetings.
• Provide feedback to relationship managers on materials.
• Attend client meetings with service team members.
• May present to prospects for territory growth.
• Ongoing training as part of role.

Skills

Presentation skills

Salesforce

MS Office

Financial services knowledge

Communication

Analytical skills

Independent thinker

Territory management

Bilingual

Education

Bachelor's degree or equivalent experience

FINRA Series 6 & 63

FINRA fingerprinting

Tools

PowerPoint

Excel

Word

Teams

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.

This position is responsible for delivering on-site and virtual education and enrollment presentations to new and existing defined contribution 401(k), 403(b), and/or Government clients across all plan sizes. The Counselor will leverage Empower's industry leading technology and tools to drive 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.

ESSENTIAL FUNCTIONS:

• 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
• 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
• Ongoing training doesn't need to be called out explicitly.

OTHER PREFERRED QUALIFICATIONS:

• FINRA Series 6 and Series 63 registrations within corporate-established timelines required; current Series 6 and 63 preferred
• FINRA fingerprinting required
• 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
• Working knowledge of Salesforce preferred
• Ability to calculate figures such as interest, proportions, percentages, and fractions required
• Strategic thinker who can work independently
• Strong relationship building and territory management skills
• Practical experience providing high-level, consultative client interactions preferred
• Basic knowledge of defined contribution plans preferred
• Bilingual preferred

WORKING CONDITIONS/PHYSICAL REQUIREMENTS:

Normal office working conditions when located in field office. May be required to work from home, in an appropriate work environment including internet access, when not on site. On-site days vary, subject to the business needs of each plan. Travel may require use of a personal vehicle, taxis, ride sharing services and/or public transit to attend client meetings with participants but will sometimes include overnight travel based on plan/territory requirements. All travel, including mileage reimbursement for use of personal vehicle (other than commuting to and from Empower office) will be paid by Empower. Requires ability to move and set up portable computer equipment, forms and brochures, tables & booths, etc. at employer designated locations.

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• 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

$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.

***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.***

Job Posting End Date at 12:01 am on:

10-10-2026