Retirement Plan Consultant

Empower

23h • Hybrid

About The Position

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 PEO Retirement Plan Consultant (RPC) is aligned with the PEO market’s largest client and responsible for independently communicating and shepherding tasks associated with supporting new adopter sales and onboarding new adopters in partnership with the plan, their sales force, and their adopters.

Requirements

• 5+ years of experience in retirement plan market with either account management, plan design consultation or an internal sales consultant background preferred
• Excellent verbal and written communication skills including presentations skills, building partnerships internally and externally including plan sponsors, consultants, and business leaders
• Understanding of retirement plan pricing
• FINRA Series 6 & 63 licenses required within established timelines

Nice To Haves

• Experience with MEP, PEP and/or PEO market preferred
• Strong organizational skills and experience managing a sales pipeline preferred
• Strong collaboration skills: ability to navigate internally
• Customer centric orientation
• Background in customer service with proven skills at delivering on customer needs, and a high level of follow through and responsiveness

Responsibilities

• Support adopters in the selection of various plan design options to fit their unique needs, both at installation and ongoing
• Help adopters collect prior plan documents necessary to establish a new plan, discussing existing plan provisions such as safe harbor and matching contributions, helping them understand available plan provisions and working to understand their business structure and ownership arrangement
• Provide consultation to existing adopting employers to help them amend their plan based on changes in their business
• Prepare and discuss plan design illustrations and pricing comparisons
• Support the participant enrollment process for the new adopter
• Build trusted relationships with key plan professionals
• Drive seamless new adopter sales towards annual goals
• Develop an in-depth knowledge of the plan, its pricing and investment offering and a proficiency at positioning the solutions competitively
• Collaborate and partner with the Relationship and Client Service Management teams to support the retention and growth of the customer

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 501-1,000 employees