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.
We offer diverse and inclusive benefits including medical, dental, vision, life insurance, 401(k) plan with company matching, tuition reimbursement, and generous paid time off.
Empower fosters a welcoming and inclusive environment with a focus on purpose, well-being, and work-life balance while encouraging internal mobility.
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: $59,700.00 - $84,300.00; Bonus/Equity: Bonus program or sales incentives possible; Benefits: Medical, dental, vision, life insurance, 401(k) with company match, tuition reimbursement, paid time off
Skills & Requirements
Must-have
Deliver virtual and on-site presentations
Use MS Word, Excel, PowerPoint and Teams
Strong relationship building skills
Territory management skills
Conduct one-on-one and group meetings
Use Empower’s technology and tools
Nice-to-have
Working knowledge of Salesforce
Strategic thinker
Consultative client interactions
Basic knowledge of defined contribution plans
Flexible work environment
Inclusive and diverse culture
Key Requirements
Bachelor's degree or equivalent experience
2 – 4 years relevant financial services experience
Strong presentation skills
FINRA Series 6 and Series 63 registrations
FINRA fingerprinting
Authorized to work in the U.S.
Work Rights
Must be authorized to work for any employer in the U.S.