Retirement Plan Counselor- Memphis

Empower•Memphis, TN

5d•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 Retirement Plan Counselor helps individuals using Empower as their retirement provider through their employer build a healthy retirement and plan their financial future. This role uses strategic thinking to achieve business results and lead impactful conversations while meeting service level agreements. This Retirement Plan Counselor will work with a major employer in the Memphis, TN area and must be based in this area to deliver in person meetings.

Requirements

Minimum 3 - 5 years financial services/retirement experience
Satisfy service level agreements for the plan as well as achieve business results
Possess a comprehensive knowledge of mutual funds/separate accounts, with an understanding of the risk/reward trade off for all securities
FINRA Series 6 & 63 licenses required
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.
For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption.
You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet.
Other necessary computer equipment, will be provided.
You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.

Nice To Haves

Be well versed in Deferred Compensation and Defined Contribution Plans as well as retirement planning concepts
Strong presentation skills
Have experience with a consultative needs-based approach helping people plan for retirement
Ability to work independently; results-oriented

Responsibilities

Develop strategic relationships with site contacts within their assigned territory
Meet with participants virtually and conduct webinars in addition to meeting with them in person on topics such as: features and benefits of the employer sponsored Defined Contribution (DC) retirement plan(s) and retirement readiness
Work closely with internal business partners delivering increased client value
Act as the "voice of the customer" by relaying important client feedback obtained during on-site visits to the appropriate Retirement Services area (e.g., Marketing, Sales, Client services, Transition Team)

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.
Base Salary Range $59,700.00 - $84,300.00

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