Retirement Plan Counselor- Bilingual

Empower Annuity • Tampa, FL

108d • $58,500 - $82,650 • Remote

About The Position

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.

Requirements

• 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.
• Fluent in Spanish.

Nice To Haves

• 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.

Responsibilities

• Develop and facilitate communication and education strategies by conducting one-on-one virtual and on-site group meetings 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.

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: Entry Level
• Industry: Insurance Carriers and Related Activities
• Education Level: Bachelor's degree