Retirement Plan Counselor - Idaho

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

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) with company match

Tuition reimbursement

Paid time off

Job summary

Empower Retirement, LLC is seeking a state-licensed education counselor to deliver on-site and virtual education and enrollment sessions for defined contribution plans. You will drive enrollment actions and collaborate with plan sponsors, while managing travel and schedule logistics across your territory.

The role requires strong presentation skills, 2–4 years in financial services, and familiarity with Salesforce and MS Office.

Qualifications

• Bachelor’s degree or equivalent experience required.
• FINRA Series 6 and 63 registrations within timelines; preferred.
• 2–4 years of relevant financial services experience.
• Strong presentation skills and MS Word/Excel/PowerPoint proficiency.
• Experience with Salesforce and Teams is preferred.
• Ability to work independently and build client relationships.

Responsibilities

• Deliver on-site and virtual education and enrollment presentations.
• Drive plan enrollment, deferrals, and rollovers to improve outcomes.
• Maintain relationships with plan sponsors and internal stakeholders.
• Log meetings, attendees, and outcomes; complete reporting timely.
• Attend client meetings and participate in finals presentations for prospects.

Skills

Presentation skills

Relationship building

MS Office

Salesforce knowledge

Travel readiness

Bilingual (preferred)

Education

Bachelor's degree or equivalent experience

Tools

Salesforce

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

• 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.