Retirement Plan Education & Enrollment Specialist

Empower; United States; Remoto; USD 60.000 - 84.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical, dental, vision and life保险

401(k) with company matching

Tuition reimbursement

Casual dress code

Generous PTO and holidays

Volunteer time

BRGs

Descrizione del lavoro

Empower is seeking a Retirement Plan Counselor to deliver on-site and virtual education to government 457 plan participants. The role is based in Idaho with travel across the state.

You will leverage Empower’s tools to drive enrollment, deferrals and rollovers while supporting relationship management with key stakeholders. The ideal candidate holds a Bachelor’s degree (or equivalent experience), 2–4 years in financial services, and FINRA Series 6/63 registrations.

Competenze

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

Mansioni

• Develop and facilitate communication and education strategies by conducting one-on-one virtual and on-site group meetings.
• Drive participants to enroll and increase deferrals, 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 contacts, plan sponsors and internal stakeholders to maximize 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 territory demands.

Conoscenze

Presentation skills

Relationship building

Territory management

Independent thinking

Formazione

Bachelor’s degree or equivalent experience

Strumenti

MS Word

Excel

PowerPoint

Teams

Salesforce (preferred)

Descrizione del lavoro

Empower is seeking a Retirement Plan Counselor to deliver on-site and virtual education to government 457 plan participants. The role is based in Idaho with travel across the state.

You will leverage Empower’s tools to drive enrollment, deferrals and rollovers while supporting relationship management with key stakeholders. The ideal candidate holds a Bachelor’s degree (or equivalent experience), 2–4 years in financial services, and FINRA Series 6/63 registrations.