Territory Retirement Plan Advisor | Client Impact

Empower; Framingham (MA); Hybrid; USD 79,000 - 112,000; Full time

Benefits offered by this job

401(k) company match

Tuition reimbursement

Paid vacation/time off

Paid holidays and floating holidays

Volunteer time

Jeans allowed

BRGs open to all

Job summary

Empower is seeking a Retirement Plan Advisor to guide public sector participants in planning for retirement and financial wellness. You’ll lead personalized sessions, build partnerships with local stakeholders, and manage scheduling and travel for meetings, both virtual and on-site.

The role emphasizes data-driven conversations, adherence to regulatory guidelines, and achieving annual targets within a territory that includes Framingham, MA.

Qualifications

• Bachelor's degree or equivalent work experience
• 3 – 5 years relevant financial services experience
• Strong presentation skills
• Proficiency in MS Word, Excel, PowerPoint, and Teams
• Strategic thinker who can work independently
• Strong relationship building and territory management skills
• FINRA Series 6, 63, 65 registrations required within established timeline
• FINRA fingerprinting required upon hire

Responsibilities

• Conduct Retirement Readiness Reviews, as well as other individual meetings and group presentations, with targeted participants using consultative expertise to improve retirement outcomes
• Develop and maintain strategic partnerships with key stakeholders for each location within assigned territory or for assigned employer-sponsored plans
• Conduct one-on-one virtual and on-site group meeting by using various technologies in a professional manner
• Manage meeting schedule, including travel booking
• Create and execute dynamic business plans and tactics to drive positive retirement income objectives for participants
• Document interactions in Salesforce and collect required information to adhere to guidelines for regulatory compliance
• Achieve plan level and individual goals to help achieve service level agreements and business results
• Participate in client meetings, sales finals, or other external meetings as needed
• Work collaboratively across internal service and management teams to improve effectiveness

Skills

3–5 years financial services

Strong presentation skills

Strategic thinker

Relationship building

Territory management

MS Office (Word, Excel, PowerPoint, TE

Salesforce familiarity

Education

Bachelor's degree or equivalent

FINRA Series 6, 63, 65 registrations

FINRA fingerprinting

Tools

MS Word

Excel

PowerPoint

Teams

Job description

Empower is seeking a Retirement Plan Advisor to guide public sector participants in planning for retirement and financial wellness. You’ll lead personalized sessions, build partnerships with local stakeholders, and manage scheduling and travel for meetings, both virtual and on-site.

The role emphasizes data-driven conversations, adherence to regulatory guidelines, and achieving annual targets within a territory that includes Framingham, MA.