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Retirement Plan Specialist

2 months ago

Anchorage, Alaska, United States Empower Full time
About the Role

We are seeking a highly skilled Retirement Plan Counselor to join our team at Empower. As a key member of our organization, you will play a vital role in helping individuals build a healthy retirement and plan their financial future.

Key Responsibilities
  • Develop strategic relationships with site contacts within your assigned territory to provide exceptional service and support.
  • Meet with participants virtually and conduct webinars to educate them on the features and benefits of our employer-sponsored Defined Contribution (DC) retirement plans and retirement readiness.
  • Work closely with internal business partners to deliver increased client value and act as the "voice of the customer" by relaying important client feedback to the appropriate Retirement Services area.
Requirements
  • Minimum 3-5 years of experience in financial services or retirement planning.
  • Satisfy service level agreements for the plan and achieve business results.
  • Possess a comprehensive knowledge of mutual funds/separate accounts and an understanding of the risk/reward trade-off for all securities.
  • Hold FINRA Series 6 & 63 licenses.
What We Offer
  • A competitive base salary range of $63,125.00 to $89,125.00.
  • A comprehensive benefits package, including medical, dental, vision, and life insurance.
  • A 401(k) plan with generous company matching contributions and a broad investment lineup.
  • Tuition reimbursement up to $5,250/year.
  • A business-casual environment with the option to wear jeans.
  • Generous paid time off, including a paid time off program, 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).