Talent.com
Retirement Plan Counselor- Virginia
Retirement Plan Counselor- VirginiaEmpower Retirement • Richmond, VA, US
Retirement Plan Counselor- Virginia

Retirement Plan Counselor- Virginia

Empower Retirement • Richmond, VA, US
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Our vision for the future 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. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

The Retirement Plan Counselor is responsible for delivering on-site and virtual education and enrollment presentations to new and existing defined contribution 401(k) / (a), 403(b), and / or Government 457 plan participants across all plan sizes. The Counselor leverages Empower's industry leading technology and tools to drive positive results and help employees strive for a successful retirement. This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned.

Candidate must reside in Richmond, VA or close proximity.

What you will do

  • Develop and facilitate communication and education strategies by conducting one-on-one virtual and on-site group meeting by using various technologies in a professional manner
  • Drive participants to take measurable actions to improve their retirement outcomes including plan enrollment, deferral increases, and rollovers from previous plans
  • Achieve business results and facilitate impactful conversations while meeting service level agreements
  • Consistently complete reporting requirements within required timeframes including logging meetings, attendees and outcomes in appropriate systems
  • Build strong relationships with assigned key contacts, plan sponsor representatives and internal stakeholders to maximize successful participant outcomes
  • Manage meeting schedule, including travel booking
  • Provide feedback to local relationship managers about the effectiveness of communication materials / strategies and assist in identifying alternatives
  • Attend client meetings with other service team members
  • May be asked to participate in finals presentations for new prospects based on the demands of the territory

What you will bring

  • Bachelor's degree and or equivalent experience considered in lieu of a degree
  • 2 - 4 years relevant financial services experience
  • Strong presentation skills required
  • Proficiency in MS Word, Excel, PowerPoint and Teams required
  • Strong relationship building and territory management skills
  • FINRA Series 6 and Series 63 registrations within established timelines required
  • FINRA fingerprinting required
  • What will set you apart

  • Working knowledge of Salesforce preferred
  • Ability to calculate figures such as interest, proportions, percentages, and fractions required
  • Strategic thinker who can work independently
  • Practical experience providing high-level, consultative client interactions preferred
  • Basic knowledge of defined contribution plans preferred
  • Ability to travel by automobile and airline
  • We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

    Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT / OPT.

    What we offer you

  • 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) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
  • Base Salary Range

    $61,400.00 - $86,750.00

    Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and / or skill level and will be finalized at the time of offer.

    J-18808-Ljbffr

    serp_jobs.job_alerts.create_a_job

    Retirement Plan Counselor • Richmond, VA, US

    Job_description.internal_linking.related_jobs
    Travel Physical Therapist

    Travel Physical Therapist

    Synergy Medical Staffing • Tappahannock, VA, US
    serp_jobs.job_card.permanent
    Synergy Medical Staffing is seeking a travel Physical Therapist for a travel job in Tappahannock, Virginia.Job Description & Requirements. Shift : 5x8 Days, 08 : 00 : 00-16 : 00 : 00, 8.When you join Syn...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Child & Adolescent Therapist (LCSW, LPC, LMFT)

    Child & Adolescent Therapist (LCSW, LPC, LMFT)

    LifeStance Health • Thornburg, VA, US
    serp_jobs.job_card.full_time
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    IMTA Guidance Counselor

    IMTA Guidance Counselor

    Virginia Community Colleges • Richmond, VA, US
    serp_jobs.job_card.full_time +1
    Monday – Friday between 8 : 00 AM to 3 : 30 PM.Camp Community College is a small 2-year college in Southeast Virginia.The college offers associate degrees, certificates, and career studies certificates...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    LPC Resident in Counseling QMHP Community Based Mental Health Counselor

    LPC Resident in Counseling QMHP Community Based Mental Health Counselor

    EMS • North Chesterfield, VA, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Licensed-Eligible Community Based Counselor EMS of Virginia is seeking a Qualified Mental Health Professional (QMHP) registered with the Board of Counseling to provide Intensive In-home and M...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30
    After-School Program Counselor (Highland Springs / Airport Area)

    After-School Program Counselor (Highland Springs / Airport Area)

    Henrico Education Foundation • Highland Springs, VA, US
    serp_jobs.job_card.part_time
    serp_jobs.filters_job_card.quick_apply
    Do you have a passion for working with children? Do you want to impact the lives of school-age students? Join the Henrico Education Foundation!. The Henrico Education Foundation provides...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30
    Retirement Plan Counselor- Virginia

    Retirement Plan Counselor- Virginia

    Empower Retirement • Richmond, VA, United States
    serp_jobs.job_card.full_time
    Our vision for the future 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...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Travel Speech Language Pathologist

    Travel Speech Language Pathologist

    Ardor Health Solutions • Colonial Heights, VA, US
    serp_jobs.job_card.full_time
    Ardor Health Solutions is seeking a travel Speech Language Pathologist for a travel job in Colonial Heights, Virginia.Job Description & Requirements. Ardor Health Solutions is looking for a Spee...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Residential Counselor

    Residential Counselor

    Elk Hill Farm Inc • Chesterfield, VA, US
    serp_jobs.job_card.full_time
    Would you like to work for a non-profit organization where your contributions make a major impact on the lives of the children and families that we serve?. Join a family of experienced mental health...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Licensed Mental Health Counselor / Therapist (Remote)

    Licensed Mental Health Counselor / Therapist (Remote)

    Talkspace • Short Pump, VA, USA
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    Licensed Mental Health Counselor / Therapist (Remote) at Talkspace summary : .As a Licensed Mental Health Counselor at Talkspace, you provide flexible, remote mental health care to clients while mana...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Licensed Professional Counselor

    Licensed Professional Counselor

    Headway • Richmond, VA, US
    serp_jobs.job_card.full_time
    Licensed Professional Counselor (LPC).Wage : Between $120-$131 an hour.Licensed Professional Counselor — Are you ready to launch or expand your private practice? . Headway is here to help you start a...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Travel Radiation Therapist

    Travel Radiation Therapist

    Nightingale Nurses - Allied • Richmond, VA, US
    serp_jobs.job_card.full_time
    Nightingale Nurses - Allied is seeking a travel Radiation Therapist for a travel job in Richmond, Virginia.Job Description & Requirements.serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Counselor w / Bachelor's and CSAC, CADC, or CATP

    Counselor w / Bachelor's and CSAC, CADC, or CATP

    New Season • Richmond, VA, US
    serp_jobs.job_card.full_time
    Are you looking for a new opportunity? Maybe you're looking to put your career in hyperdrive? New Season offers exciting benefits and will put you through a Career Development Program to obtain...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Occupational Therapist

    Occupational Therapist

    Encompass Health • New Kent, VA, US
    serp_jobs.job_card.full_time +1
    Occupational Therapist Career Opportunity.Your Calling, Close to Home and Heart.Are you in pursuit of a career that's more than a job, one that aligns with your heart and community? We believe ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Speech Pathologist

    Speech Pathologist

    Encompass Health • Claremont, VA, US
    serp_jobs.job_card.full_time +1
    Speech Pathologist Career Opportunity.Fulltime and PRN positions available.Fulltime Salary Minimum $74,297 to Maximum $132,100. Salary will be based on years of job related experience.PRN / As Needed ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Licensed Therapist (LCSW, LPC, LMFT)

    Licensed Therapist (LCSW, LPC, LMFT)

    LifeStance Health • Bruington, VA, US
    serp_jobs.job_card.full_time
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Physical Therapist

    Physical Therapist

    Encompass Health • Potomac Mills, VA, US
    serp_jobs.job_card.full_time +1
    Physical Therapist Career Opportunity.Join a Team That Puts Your Passion for Care First.Are you seeking a fulfilling career that feels like home and lets you make a meaningful impact? At Encompass ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Counselor 1 - Part-time, Richmond VA Agency

    Counselor 1 - Part-time, Richmond VA Agency

    A Igreja de Jesus Cristo dos Santos dos Últimos Dias • Richmond, VA, US
    serp_jobs.job_card.part_time +1
    Counselor 1 - Part-time, Richmond VA Agency.Through a professional, private office setting and / or teletherapy, these seasoned professionals provide the highest quality of consultation to ecclesiast...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Counselor - Part Time

    Counselor - Part Time

    Master Center for Addiction Medicine • Glen Allen, VA, US
    serp_jobs.job_card.full_time +1
    serp_jobs.filters_job_card.quick_apply
    We are seeking a part time Counselor (CSAC, LPC, LCSW) to join Master Center for Addiction Medicine.Become a member of our collaborative team of caring and compassionate professionals at Master Cen...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30
    Licensed Mental Health Counselor

    Licensed Mental Health Counselor

    Headway • Richmond, VA, US
    serp_jobs.job_card.full_time
    Licensed Mental Health Counselor (LMHC).Wage : Between $120-$131 an hour.Licensed Mental Health Counselor — Are you ready to launch or expand your private practice? . Headway is here to help you star...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Travel Nurse RN - Telemetry

    Travel Nurse RN - Telemetry

    Triage Staffing • Hopewell, VA, US
    serp_jobs.job_card.full_time
    Triage Staffing is seeking a travel nurse RN Telemetry for a travel nursing job in Hopewell, Virginia.Job Description & Requirements. Travel Nursing : Telemetry Hopewell, VA.Location : ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted