Retirement Plan Specialist

1 day ago


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

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.
  • Act as the Voice of the Customer: Gather and relay important client feedback to the appropriate Retirement Services area, ensuring that their needs and concerns are addressed.
Requirements
  • 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.
  • Comprehensive Knowledge of Mutual Funds and Separate Accounts: Have a deep understanding of mutual funds and separate accounts, including the risk-reward trade-off for all securities.
  • FINRA Series 6 & 63 Licenses: Hold current FINRA Series 6 & 63 licenses, demonstrating your expertise in the financial services industry.
What We Offer
  • Competitive Salary and Bonus Structure: Enjoy a competitive salary and bonus structure, with opportunities to earn additional income based on your performance.
  • 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.


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