Retirement Plan Counselor

Empower • Boise, ID

1d • $59,700 - $84,300

About The Position

The Retirement Plan Counselor delivers on-site and virtual education and enrollment presentations to new and existing participants in defined contribution Government 457 plans. Using Empower’s technology and tools, the Counselor helps participants take actions to improve retirement outcomes and supports the Relationship Management team in establishing and maintaining relationships with key stakeholders. This position serves public employees across Idaho, requires travel within the state, and must be based in Idaho.

Requirements

• Bachelor's degree or equivalent experience in lieu of a degree.
• 2–4 years of relevant financial services experience.
• Strong presentation skills.
• Proficiency in MS Word, Excel, PowerPoint, and Teams.
• Strong relationship-building and territory-management skills.
• FINRA Series 6 and Series 63 registrations within established timelines.
• FINRA fingerprinting.
• Must be based in Idaho and travel within Idaho.

Nice To Haves

• Working knowledge of Salesforce.
• Ability to calculate figures such as interest, proportions, percentages, and fractions.
• Strategic thinking and ability to work independently.
• Practical experience providing high-level, consultative client interactions.
• Basic knowledge of defined contribution plans.

Responsibilities

• Develop and facilitate communication and education strategies through one-on-one virtual meetings and on-site group meetings, using various technologies professionally.
• Encourage participants to take measurable actions to improve retirement outcomes, including enrolling in the plan, increasing deferrals, and rolling over assets from previous plans.
• Achieve business results and conduct impactful conversations while meeting service-level agreements.
• Complete reporting within required timeframes, including logging meetings, attendees, and outcomes in appropriate systems.
• Build relationships with assigned key contacts, plan sponsor representatives, and internal stakeholders to support participant outcomes.
• Manage the meeting schedule, including travel booking.
• Provide local relationship managers with feedback on communication materials and strategies and help identify alternatives.
• Attend client meetings with other service team members.
• Participate in finals presentations for new prospects when territory needs require.

Benefits

• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions up to 6%, financial advisory services, potential company discretionary contribution, and a broad investment lineup.
• Tuition reimbursement up to $5,250 per year.
• Business-casual environment with the option to wear jeans.
• Paid time off upon hire, ten paid company holidays, and three floating holidays each calendar year.
• 16 hours of paid volunteer time per calendar year.
• Leave programs including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA).
• Business Resource Groups open to all.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level