Territory Retirement Plan Strategist

Empower; Oklahoma City (OK); On-site; USD 79,000 - 112,000; Full time

Benefits offered by this job

Medical, dental, vision and life保险

401(k) plan with matching

Tuition reimbursement

Generous paid time off and holidays

Volunteer time off

BRGs and inclusive culture

Job summary

Empower is seeking a Retirement Plan Advisor to support public sector and defined contribution plan participants. You will conduct retirement reviews, lead presentations, and partner with local stakeholders to drive outcomes across the assigned territory.

Travel within the region is expected to support client meetings and events. The role requires a bachelor’s degree (or equivalent), 3–5 years in financial services, strong presentation skills, and FINRA registrations.

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.
• Current FINRA registrations strongly preferred.
• FINRA fingerprinting required upon hire.

Responsibilities

• Conduct Retirement Readiness Reviews and group presentations with targeted participants.
• Develop and maintain strategic partnerships with key stakeholders in assigned locations.
• Conduct one-on-one virtual and on-site meetings.
• Manage meeting schedules, including travel arrangements.
• Create and execute business plans to drive retirement income objectives.
• Document interactions in Salesforce and ensure regulatory compliance.

Skills

Presentation skills

Strategic thinking

Relationship building

Territory management

Education

Bachelor's degree

Tools

MS Word

Excel

PowerPoint

Teams

Salesforce

Job description

Empower is seeking a Retirement Plan Advisor to support public sector and defined contribution plan participants. You will conduct retirement reviews, lead presentations, and partner with local stakeholders to drive outcomes across the assigned territory.

Travel within the region is expected to support client meetings and events. The role requires a bachelor’s degree (or equivalent), 3–5 years in financial services, strong presentation skills, and FINRA registrations.