Empower Retirement Plan Professional

6 days ago


Durham, North Carolina, United States Empower Retirement Full time

We are Empower Retirement, a company that empowers individuals to achieve financial freedom. We believe in creating a welcoming and inclusive environment for our associates and the communities we serve.

Our vision is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance.

As a Retail Retirement Plan Counselor, you will help individuals using Empower as their retirement provider through their employer 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.

This position involves working with public employees in the Raleigh/Durham area and requires being based there and able to travel within the territory as necessary. Your key responsibilities will include developing strategic relationships with site contacts within your assigned territory, meeting with participants virtually and conducting webinars on topics such as features and benefits of the employer-sponsored Defined Contribution (DC) retirement plan(s) and retirement readiness.

You will work closely with internal business partners to deliver increased client value and act as the 'voice of the customer' by relaying important client feedback obtained during on-site visits to the appropriate Retirement Services area. A comprehensive knowledge of mutual funds/separate accounts, with an understanding of the risk/reward trade-off for all securities is required.

Requirements

  • Minimum 3 - 5 years of experience in financial services/retirement
  • Satisfy service level agreements for the plan as well as achieve business results
  • FINRA Series 6 & 63 licenses required

What sets you apart

  • Well-versed in Deferred Compensation and Defined Contribution Plans as well as retirement planning concepts
  • Strong presentation skills
  • Experience with a consultative needs-based approach helping people plan for retirement
  • Ability to work independently; results-oriented

Benefits

  • Medical, dental, vision, and life insurance
  • Retirement savings - 401(k) plan with generous company matching contributions (up to 6%)
  • Tuition reimbursement up to $5,250/year
  • Business-casual environment with the option to wear jeans
  • 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)

The estimated salary range for this position is $57,300.00 - $81,000.00 per year, depending on individual performance and qualifications.



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