Apply on Employer Site

Empower · 1 day ago

Retirement Plan Counselor

Charlotte, NC

Full-time

Hybrid

Entry, Mid Level

$75K/yr - $83K/yr

2+ years exp

Empower is a leading company in the retirement planning sector, seeking a Retirement Plan Counselor to deliver education and enrollment presentations to 401(k) and 403(b) plan participants. The role involves developing communication strategies, driving participant engagement, and building relationships with stakeholders to improve retirement outcomes.

Employee BenefitsNon ProfitSocial

Hiring Manager

Benji Goodrich

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

Financial services experienceMS Office proficiencyFINRA Series 6 registrationFINRA Series 63 registrationPresentation skillsSalesforce knowledgeTerritory management skillsRelationship building skillsConsultative client interactionsBasic knowledge of defined contribution plansStrategic thinking