Empower Retirement Plan Consultant
2 weeks ago
We are seeking a skilled and dedicated Retirement Plan Counselor to join our team at Empower Retirement. In this role, you will have the opportunity to make a meaningful impact on individuals' financial futures.
About Empower RetirementAt Empower Retirement, we believe in empowering people to achieve their financial goals. We offer a flexible work environment and fluid career paths, allowing you to chart your own path and grow your career while helping more customers achieve financial freedom.
Job SummaryThe Retirement Plan Counselor is responsible for working with individuals who use Empower as their retirement provider through their employer to build a healthy retirement and plan their financial future. This role requires strategic thinking to achieve business results and lead impactful conversations while meeting service level agreements.
Responsibilities- Develop strategic relationships with site contacts within their assigned territory
- Meet with participants virtually and conduct webinars on topics such as 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
- Act as the 'voice of the customer' by relaying important client feedback obtained during on-site visits to the appropriate Retirement Services area
- Minimum 3-5 years of financial services/retirement experience
- Satisfy service level agreements for the plan as well as achieve business results
- Possess a comprehensive knowledge of mutual funds/separate accounts, with an understanding of the risk/reward trade-off for all securities
- FINRA Series 6 & 63 licenses required
- Fluent in Spanish
We offer a competitive salary range of $65,900 - $93,125 per year, plus an array of diverse and inclusive benefits regardless of where you are in your career. These include:
- Medical, dental, vision, and life insurance
- Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
- Tuition reimbursement up to $5,250/year
- Business-casual environment that includes the option to wear jeans
- Generous paid time off upon hire - including a paid time off program plus 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)
- Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences, and identities such as race, ethnicity, gender, ability, military status, and sexual orientation
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