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Retirement Plan Specialist
2 months ago
We are seeking a highly skilled Retirement Plan Specialist to join our team at Empower. As a key member of our organization, you will play a critical role in helping individuals plan for their financial future and achieve their long-term goals.
Key Responsibilities- Develop Strategic Relationships: Build and maintain strong relationships with site contacts within your assigned territory, providing exceptional service and support to help them achieve their goals.
- Conduct Retirement Readiness Workshops: Deliver engaging and informative workshops to participants, covering topics such as features and benefits of employer-sponsored retirement plans, retirement readiness, and financial planning strategies.
- Collaborate with Internal Partners: Work closely with internal business partners to deliver increased client value and drive business results.
- Provide Client Feedback: Act as the voice of the customer, relaying important client feedback to the appropriate Retirement Services area to inform business decisions and drive improvement.
- Minimum 3-5 Years of Financial Services Experience: Possess a strong background in financial services, with a minimum of 3-5 years of experience in retirement planning or a related field.
- Strong Presentation Skills: Develop and deliver engaging presentations to clients and stakeholders, effectively communicating complex financial concepts and strategies.
- Comprehensive Knowledge of Retirement Planning Concepts: Possess a deep understanding of retirement planning concepts, including deferred compensation and defined contribution plans.
- FINRA Series 6 & 63 Licenses: Hold current FINRA Series 6 & 63 licenses, with the ability to obtain any additional licenses required for the role.
- Competitive Salary and Bonus Structure: Enjoy a competitive salary and bonus structure, with opportunities for growth and advancement within the organization.
- Comprehensive Benefits Package: Receive a comprehensive benefits package, including medical, dental, vision, and life insurance, as well as a 401(k) plan with generous company matching contributions.
- Tuition Reimbursement and Professional Development Opportunities: Take advantage of tuition reimbursement and professional development opportunities to enhance your skills and advance your career.
- Flexible Work Arrangements: Enjoy flexible work arrangements, including remote work options and a business-casual environment.
