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Retirement Plan Specialist
2 months ago
We're seeking a skilled Retirement Plan Counselor to join our team at Empower. As a key member of our organization, you'll play a vital role in helping individuals achieve their long-term financial goals.
About the Role
- Develop strategic relationships with site contacts within your assigned territory to drive business results and lead impactful conversations.
- Meet with participants virtually and conduct webinars to educate them on the features and benefits of our employer-sponsored Defined Contribution (DC) retirement plans.
- Work closely with internal business partners to deliver exceptional client value and act as the voice of the customer by relaying important feedback to the appropriate Retirement Services area.
What We're Looking For
- A minimum of 3-5 years of experience in financial services or retirement planning.
- The ability to satisfy service level agreements and achieve business results.
- A comprehensive knowledge of mutual funds, separate accounts, and retirement planning concepts.
- FINRA Series 6 & 63 licenses are required.
What Sets You Apart
- Strong presentation skills and the ability to work independently with a results-oriented approach.
- Experience with a consultative needs-based approach to helping individuals plan for retirement.
- A well-versed understanding of Deferred Compensation and Defined Contribution Plans.
What We Offer
- A comprehensive benefits package, including medical, dental, vision, and life insurance.
- A 401(k) plan with generous company matching contributions and financial advisory services.
- Tuition reimbursement and a business-casual environment.
- Paid time off, including 10 paid company holidays and 3 floating holidays per year.
- Paid volunteer time and leave of absence programs.
Base Salary Range
$63,125.00 - $89,125.00The salary range above shows the typical minimum to maximum base salary range for this position. Non-sales positions have the opportunity to participate in a bonus program, while sales positions are eligible for sales incentives and a bonus plan.
Empower is an equal opportunity employer committed to diversity. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
