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 degree2 - 4 years relevant financial services experienceStrong presentation skills requiredProficiency in MS Word, Excel, PowerPoint and Teams requiredStrong relationship building and territory management skillsFINRA Series 6 and Series 63 registrations within established timelines requiredFINRA fingerprinting requiredWhat will set you apart
Working knowledge of Salesforce preferredAbility to calculate figures such as interest, proportions, percentages, and fractions requiredStrategic thinker who can work independentlyPractical experience providing high-level, consultative client interactions preferredBasic knowledge of defined contribution plans preferredAbility to travel by automobile and airlineWe 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 insuranceRetirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineupTuition reimbursement up to $5,250 / yearBusiness-casual environment that includes the option to wear jeansGenerous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar yearPaid volunteer time - 16 hours per calendar yearLeave 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.
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