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Empower · 2 hours ago

Retirement Plan Counselor - Bay Area

San Francisco, CA

Full-time

Hybrid

Entry, Mid Level

$66K/yr - $93K/yr

2+ years exp

Empower is focused on transforming financial lives and promoting a flexible work environment. The Retirement Plan Counselor is responsible for delivering educational presentations and managing relationships with plan participants to help them achieve successful retirement outcomes.

Employee BenefitsNon ProfitSocial

No H1B

Responsibilities

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

Qualification

MS Office proficiencyFINRA Series 6FINRA Series 63Spanish fluencyPresentation skillsTerritory managementRelationship buildingSalesforce knowledgeConsultative client interactionsDefined contribution plans knowledgeStrategic thinking

Required

Must be fluent in Spanish and reside in the Bay Area

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

Ability to calculate figures such as interest, proportions, percentages, and fractions required

Strategic thinker who can work independently

Preferred

Working knowledge of Salesforce preferred

Practical experience providing high-level, consultative client interactions preferred

Basic knowledge of defined contribution plans preferred

Benefits

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.