Retirement Plan Counselor

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

The Retirement Plan Counselor is responsible for delivering on-site and virtual education and enrollment presentations to new and existing defined contribution 401(k)/(a), 403(b), and/or Government 457 plan participants across all plan sizes. The Counselor leverages Empower ’s industry leading technology and tools to drive positive results and help employees strive for a successful retirement. This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned.
What you will do

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Develop and facilitate communication and education strategies by conducting virtual and on-site group meeting (no one-on-ones) by using various technologies in a professional manner

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Drive participants to take measurable actions to improve their retirement outcomes including plan enrollment, deferral increases, and rollovers from previous plans

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Achieve business results and facilitate impactful conversations while meeting service level agreements

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Consistently complete reporting requirements within required timeframes including logging meetings, attendees and outcomes in appropriate systems

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Build strong relationships with assigned key contacts, plan sponsor representatives and internal stakeholders to maximize successful participant outcomes

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Manage meeting schedule, including travel booking

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Provide feedback to local relationship managers about the effectiveness of communication materials/strategies and assist in identifying alternatives

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Attend client meetings with other service team members

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May be asked to participate in finals presentations for new prospects based on the demands of the territory

What you will bring

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Bachelor's degree and or equivalent experience considered in lieu of a degree

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2 – 4 years relevant financial services experience

- Strong presentation skills required

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Proficiency in MS Word, Excel, PowerPoint and Teams required

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Strong relationship building and territory management skills

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FINRA Series 6 and Series 63 registrations within established timelines required

- FINRA fingerprinting required

What will set you apart

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Working knowledge of Salesforce preferred

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Ability to calculate figures such as interest, proportions, percentages, and fractions required

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Strategic thinker who can work independently

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Practical experience providing high-level, consultative client interactions preferred

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Basic knowledge of defined contribution plans preferred

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Bilingual Spanish preferred, but not required

#PJRPA

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

- 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, and a broad investment lineup

- Tuition reimbursement up to $5,250/year

- Business-casu