Retirement Plan Counselor

November 13

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10,000+ employees

💸 Finance

💳 Fintech

👥 B2C

Description

• Develop strategic relationships with site contacts within their assigned territory • Meet with participants virtually and conduct webinars in addition to meeting with them in person on topics such as: features and benefits of the employer sponsored Defined Contribution (DC) retirement plan(s) and retirement readiness • Work closely with internal business partners delivering increased client value • Act as the "voice of the customer" by relaying important 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, with an 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 • Have 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%) • Tuition reimbursement up to $5,250/year • Business-casual environment that includes the option to wear jeans • Generous paid time off upon hire – including a 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 such as race, ethnicity, gender, ability, military status and sexual orientation.