Proficiency in ms word, excel, powerpoint and teams
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.
Empower offers diverse and inclusive benefits including medical, dental, vision, life insurance, 401(k) with company matching, tuition reimbursement, and generous paid time off.
The company fosters a welcoming and inclusive environment with a focus on purpose, well-being, work-life balance, and community volunteering.
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 or sales incentives possible; Benefits: Medical, dental, vision, life insurance, 401(k) with company match, tuition reimbursement, paid time off
Skills & Requirements
Must-have
Fluent Spanish speaker
Strong presentation skills
Proficiency in MS Word, Excel, PowerPoint and Teams
Relationship building and territory management
Conduct virtual and on-site meetings
Nice-to-have
Working knowledge of Salesforce
Strategic thinker
Consultative client interactions
Basic knowledge of defined contribution plans
Flexible work environment
Key Requirements
Bachelor's degree or equivalent experience
2-4 years financial services experience
FINRA Series 6 and Series 63 registrations
FINRA fingerprinting
Must reside in NYC or New Jersey
Authorized to work in the U.S.
Work Rights
Authorized to work in the U.S.; No visa sponsorship available