Retirement Plan Specialist

2 weeks ago


Richmond, Virginia, United States Empower Retirement Full time
About the Role

We are seeking a highly skilled and experienced Retirement Plan Specialist to join our team at Empower Retirement. As a key member of our organization, you will play a critical role in helping individuals achieve their long-term financial goals and secure their financial futures.

Key Responsibilities
  • Develop Strategic Partnerships: Build and maintain strong relationships with key contacts in each location and agencies within assigned territory.
  • Conduct Retirement Readiness Reviews: Conduct thorough reviews to identify areas for improvement and provide personalized recommendations to participants.
  • Create Business Plans: Develop dynamic business plans and strategies to maximize impact on participants in assigned territory.
  • Analyze Data: Use thoughtful analytics to define various needs and challenges and develop targeted solutions.
  • Document Interactions: Document all interactions in Salesforce and collect required enrollment information to adhere to Compliance guidelines.
  • Meet Service Level Agreements: Satisfy service level agreements for the plan and achieve business results.
  • Collaborate with Internal Teams: Work collaboratively across internal service and management teams to improve effectiveness.
Requirements
  • Experience: 2+ years of related experience in the financial services industry.
  • Education: Bachelor's Degree or equivalent experience.
  • FINRA Registrations: FINRA Series 6, 63, and 65 registrations (at minimum current Series 6 and 63 required for serious consideration).
  • Reliable Transportation: Reliable personal transportation to cover the assigned territory (mileage reimbursement provided).
  • Strong Relationship Building Skills: Strong relationship building and territory management skills.
Preferred Qualifications
  • Current FINRA Registrations: Current FINRA registrations strongly preferred.
  • Experience with Retirement Planning Software: Experience with retirement planning/financial planning software.
  • Strategic Thinking: Strategic thinker who can work independently.
  • Effective Communication Skills: Experienced and effective public speaker.
  • Knowledge of Firm's Products: Good working knowledge of the firm's products, the defined contribution business, and ERISA.
What We Offer
  • Competitive Salary: A competitive salary range of $72,000 to $102,900.
  • Bonus Program: Non-sales positions have the opportunity to participate in a bonus program.
  • Benefits Package: A comprehensive benefits package, including medical, dental, vision, and life insurance, retirement savings, tuition reimbursement, and paid time off.
  • Business-Casual Environment: A business-casual environment that includes the option to wear jeans.
  • Professional Development Opportunities: Opportunities for professional development and growth within the company.


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