Retirement Plan Counselor- Southern California
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. This Retirement Plan Counselor will work with public employees in Pasadena and northern Orange County. Additional overnight travel several times per month to Northern California and Washington required (approximately 25%). The position is hybrid. This is NOT a 100% work from home opportunity.
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
- 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
- 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 meeting by 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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
