Retirement Plan Counselor - Idaho

Empower • Boise, ID

9d • $59,700 - $84,300 • Hybrid

About The Position

This position is responsible for delivering on-site and virtual education and enrollment presentations to new and existing defined contribution 401(k), 403(b), and/or Government clients across all plan sizes. The Counselor will leverage Empower’s industry leading technology and tools to drive 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

• FINRA Series 6 and Series 63 registrations within corporate-established timelines required; current Series 6 and 63 preferred
• FINRA fingerprinting required
• 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
• Working knowledge of Salesforce preferred
• Ability to calculate figures such as interest, proportions, percentages, and fractions required
• Strategic thinker who can work independently
• Strong relationship building and territory management skills
• Practical experience providing high-level, consultative client interactions preferred
• Basic knowledge of defined contribution plans preferred
• Bilingual 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree