Retirement Plan Specialist

1 week ago


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

We are seeking a highly skilled Retirement Plan Counselor to join our team at Empower Retirement. As a key member of our organization, you will play a critical 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 drive business results and meet service level agreements.
  • Meet with participants virtually and conduct webinars to educate them on the features and benefits of the employer-sponsored Defined Contribution (DC) retirement plan(s) 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, with 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 - $89,125.00.
  • The opportunity to participate in a bonus program or sales incentives, depending on individual performance.
  • A comprehensive benefits package, including medical, dental, vision, and life insurance, as well as retirement savings and tuition reimbursement.
  • A business-casual environment with flexible work arrangements and a commitment to work-life balance.
About Empower Retirement

We are an equal opportunity employer with a commitment to diversity and inclusion. We believe in providing our employees with the means to lead healthy, balanced lives and offer a range of benefits and programs to support their well-being.



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