The Retirement Plan Counselor is responsible for delivering on-site and virtual education and enrollment presentations to new and existing defined contribution plan participants
Job Summary
The Retirement Plan Counselor is responsible for delivering on-site and virtual education and enrollment presentations to new and existing defined contribution plan participants.
This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned.
We offer an array of diverse and inclusive benefits regardless of where you are in your career.
Matching Summary
The Retirement Plan Counselor is responsible for delivering on-site and virtual education and enrollment presentations to new and existing defined contribution plan participants.
Salary
Base: $68,600.00 - $96,875.00; Bonus/Equity: Bonus program for non-sales positions; Benefits: Medical, dental, vision, life insurance, 401(k) with match, tuition reimbursement
Skills & Requirements
Must-have
On-site and virtual education
Deliver education and enrollment presentations
Drive participant action
Build strong relationships
Manage meeting schedule
Fluent Spanish speaker
Nice-to-have
Transforming financial lives
Flexible work environment
Purpose, well-being, and work-life balance
Welcoming and inclusive environment
Key Requirements
2 – 4 years relevant financial services experience