Retirement Plan Educator & Enrollment Strategist

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

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