Retirement Plan Counselor

6 days ago

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Empower

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10,000+

Description

• The Retirement Plan Counselor helps individuals using Empower as their retirement provider • This role uses strategic thinking to achieve business results and lead impactful conversations • Develop strategic relationships with site contacts within their assigned territory • Meet with participants virtually and conduct webinars • Relay client feedback obtained during on-site visits to the appropriate Retirement Services area

Requirements

• Minimum 3 - 5 years financial services/retirement experience • Satisfy service level agreements for the plan as well as achieve business results • Possess a comprehensive knowledge of mutual funds/separate accounts • Understanding of the risk/reward trade off for all securities • FINRA Series 6 & 63 licenses required • Be well versed in Deferred Compensation and Defined Contribution Plans as well as retirement planning concepts • Strong presentation skills • Experience with a consultative needs-based approach helping people plan for retirement • Ability to work independently; results-oriented

Benefits

• Medical, dental, vision and life insurance • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%) • Financial advisory services • Potential company discretionary contribution • Broad investment lineup • Tuition reimbursement up to $5,250/year • Business-casual environment that includes the option to wear jeans • Generous paid time off upon hire • Paid time off program plus ten paid company holidays and three floating holidays each calendar year • Paid volunteer time — 16 hours per calendar year • Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) • Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities