Retirement Plan Educator & Enrollment Specialist

Empower; Los Angeles (CA); Hybrid; USD 72,000 - 101,000; Full time

Benefits offered by this job

Medical insurance

Dental/vision insurance

401(k) plan with company matching

Tuition reimbursement

Casual work environment

Paid time off

Volunteer time off

Parental leave

Job summary

Empower is seeking a Retirement Plan Counselor to deliver on-site and virtual education and enrollment presentations for Government 457 plan participants. You will support the Relationship Management team and manage travel and scheduling across the assigned territory.

The role requires FINRA registrations, a Bachelor’s degree (or equivalent), and 2–4 years in financial services. Strong presentation and relationship-building skills are essential.

Qualifications

• Bachelor's degree or equivalent experience considered.
• FINRA Series 6 and Series 63 registrations required.
• 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 fingerprinting required.

Responsibilities

• Deliver on-site and virtual education and enrollment presentations.
• Drive plan enrollment, deferral increases, and rollovers.
• Meet service level agreements and achieve business results.
• Log meetings, attendees and outcomes in systems.

Skills

Strong presentation skills

Relationship building

Territory management

MS Word/Excel/PowerPoint/Teams

Education

Bachelor's degree

Tools

Salesforce

Job description

Empower is seeking a Retirement Plan Counselor to deliver on-site and virtual education and enrollment presentations for Government 457 plan participants. You will support the Relationship Management team and manage travel and scheduling across the assigned territory.

The role requires FINRA registrations, a Bachelor’s degree (or equivalent), and 2–4 years in financial services. Strong presentation and relationship-building skills are essential.