Retirement Plan Counselor

Empower • Los Angeles, CA

4d • $71,600 - $101,150

About The Position

The Retirement Plan Counselor delivers on-site and virtual education and enrollment presentations to new and existing defined contribution Government 457 plan participants across plans of all sizes. The role uses Empower’s technology and tools to encourage positive outcomes and help participants work toward a successful retirement. The Counselor also supports the Relationship Management team in establishing and maintaining relationships with key stakeholders in the assigned territory.

The position serves public employees in Los Angeles County. The Counselor must be based in the territory and able to meet with individuals virtually and in person.

Requirements

• Bachelor’s degree or equivalent experience in lieu of a degree.
• FINRA Series 6 and Series 63 registrations required.
• 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 fingerprinting required.

Nice To Haves

• Working knowledge of Salesforce.
• Ability to calculate figures such as interest, proportions, percentages, and fractions.
• Strategic thinker able 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 and on-site group meetings, using various technologies professionally.
• Encourage participants to take measurable actions to improve retirement outcomes, including enrolling in plans, increasing deferrals, and rolling over assets from previous plans.
• Achieve business results and facilitate impactful conversations while meeting service level agreements.
• Complete reporting requirements 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 maximize participant outcomes.
• Manage the meeting schedule, including travel booking.
• Provide feedback to local relationship managers on the effectiveness of communication materials and strategies, and help identify alternatives.
• Attend client meetings with other service team members.
• Participate in finals presentations for new prospects when requested based on territory demands.

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.
• Generous paid time off upon hire, including a paid time off program, 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