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Retirement Plan Specialist

2 months ago

Richmond, Virginia, United States Empower Retirement Full time
About the Role

We are seeking a highly skilled Retirement Plan Specialist to join our team at Empower Retirement. As a key member of our organization, you will play a critical role in helping individuals achieve their long-term financial goals.

Key Responsibilities
  • Develop Strategic Partnerships: Build and maintain strong relationships with key contacts in various locations, including public employers in Virginia.
  • Conduct Retirement Readiness Reviews: Meet with clients to assess their retirement readiness and provide personalized guidance to improve their financial outcomes.
  • Create Business Plans: Develop dynamic business plans to maximize impact on participants in assigned territories.
  • Analyze Data: Use thoughtful analytics to identify areas of improvement and develop strategies to address them.
  • Document Interactions: Record client interactions in Salesforce and collect required enrollment information to ensure compliance.
  • Meet Service Level Agreements: Satisfy service level agreements for the plan and achieve business results.
Requirements
  • Experience: 2+ years of related experience in financial services or a related field.
  • Education: Bachelor's Degree or equivalent experience.
  • FINRA Registrations: FINRA Series 6, 63, and 65 registrations (at minimum current Series 6 and 63 required for serious consideration).
  • Reliable Transportation: Reliable personal transportation to cover assigned territories (mileage reimbursement provided).
  • Strong Relationship Building Skills: Strong relationship building and territory management skills.
What We Offer
  • Competitive Salary: A competitive salary range of $72,000 to $102,900.
  • Bonus Program: Non-sales positions have the opportunity to participate in a bonus program, while sales positions are eligible for sales incentives and a bonus plan.
  • Benefits Package: A comprehensive benefits package, including medical, dental, vision, and life insurance, as well as retirement savings and tuition reimbursement.
  • Flexible Work Environment: A business-casual environment with the option to wear jeans and a flexible work schedule.