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Retirement Plan Specialist

2 months ago

Madison, Wisconsin, United States Empower Full time
Job Summary

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

About the Role

  • Develop strategic partnerships with key contacts in each location and agencies within assigned territory
  • Conduct Retirement Readiness Reviews, individual meetings and periodic group presentations with targeted participants, using consultative expertise to improve retirement outcomes
  • Create dynamic business plans and strategies to maximize impact on participants in assigned territory
  • Define a variety of dynamic needs and challenges by using thoughtful analytics
  • Document interactions in Salesforce and collect required enrollment information to adhere to Compliance guidelines
  • Satisfy service level agreements for the plan as well as achieve business results
  • Work collaboratively across internal service and management teams to improve effectiveness

Requirements

  • 2+ years related experience
  • Bachelor's degree or equivalent experience
  • FINRA Series 6, 63, and 65 registrations (at minimum current Series 6 and 63 required for serious consideration)
  • Reliable personal transportation to cover the assigned territory (mileage reimbursement provided)
  • Strong relationship building and territory management skills

Preferred Qualifications

  • Current FINRA registrations strongly preferred
  • Experience with retirement planning/financial planning software
  • Strategic thinker who can work independently
  • Experienced and effective public speaker
  • Good working knowledge of the firm's products, the defined contribution business and ERISA

What We Offer

  • 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. BRGs play a vital role in educating and engaging our people and advancing our business priorities.