Spanish-Language Retirement Plan Counselor (Bay Area)

Empower Retirement, LLC; United States; Hybrid; USD 66,000 - 93,000; Full time

Benefits offered by this job

Health insurance

401(k) matching

Tuition reimbursement

Jeans allowed

Paid time off

Volunteer time

Parental leave & disability

Job summary

Empower Retirement, LLC is seeking a Retirement Plan Counselor to deliver on-site and virtual education and enrollment for defined contribution plans across the Bay Area. You will engage employees, drive enrollment, deferral increases, and rollovers while building strong stakeholder relationships and coordinating travel as needed.

Requires a Bachelor's degree (or equivalent), 2–4 years in financial services, and FINRA Series 6/63 plus fingerprinting.

Qualifications

• Bachelor’s degree 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
• Strong relationship building and territory management skills
• FINRA Series 6 and Series 63 registrations within established timelines required
• FINRA fingerprinting required

Responsibilities

• 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

Skills

Presentation skills

Relationship building

Territory management

Independent work

Strategic thinking

Customer interactions

Communication

Sales aptitude

Adaptability

Time management

Education

Bachelor’s degree or equivalent

Tools

Salesforce

Microsoft Office

Job description

Empower Retirement, LLC is seeking a Retirement Plan Counselor to deliver on-site and virtual education and enrollment for defined contribution plans across the Bay Area. You will engage employees, drive enrollment, deferral increases, and rollovers while building strong stakeholder relationships and coordinating travel as needed.

Requires a Bachelor's degree (or equivalent), 2–4 years in financial services, and FINRA Series 6/63 plus fingerprinting.