Retirement Plan Counselor

This is a fully remote position, open to applicants in Idaho.

📋 Description

• Conduct both on-site and virtual educational and enrollment presentations for new and existing participants of the defined contribution Government 457 plan.

• Utilize Empower’s technology and tools to promote favorable outcomes for participants.

• Support the Relationship Management team in building and nurturing relationships with key stakeholders within the designated territory.

• Travel across Idaho to engage with public employees.

• Create and implement communication and educational strategies through individual virtual sessions and on-site group meetings.

• Encourage plan enrollment, increase deferrals, and facilitate rollovers from prior plans.

• Achieve desired business outcomes while conducting meaningful conversations and adhering to service level agreements.

• Fulfill reporting obligations, including documenting meetings, attendees, and results.

• Establish connections with key contacts, plan sponsor representatives, and internal stakeholders.

• Organize meeting schedules, including travel arrangements.

• Provide insights to local relationship managers regarding communication materials and strategies.

• Join client meetings alongside other service team members.

• Participate in final presentations for prospective clients as required.

⛳️ Requirements

• Must be a resident of Idaho and operate from within the state.

• A Bachelor’s degree or equivalent experience will be considered in lieu of a degree.

• 2–4 years of relevant experience in financial services.

• Excellent presentation abilities.

• Proficient in MS Word, Excel, PowerPoint, and Teams.

• Strong skills in relationship building and territory management.

• Required to obtain FINRA Series 6 and Series 63 registrations within specified timelines.

• FINRA fingerprinting is mandatory.

• Capability to compute figures such as interest, proportions, percentages, and fractions.

• A strategic thinker capable of working independently.

• Preferred working knowledge of Salesforce.

• Prior experience in providing high-level, consultative client interactions is preferred.

• Basic knowledge of defined contribution plans is preferred.

• Must have authorization to work for any employer in the U.S.; employment visa sponsorship is not available.

🏝️ Benefits

• Medical, dental, vision, and life insurance.

• 401(k) plan with generous company matching contributions (up to 6%).

• Financial advisory services.

• Potential for discretionary contributions from the company.

• A wide range of investment options.

• Tuition reimbursement up to $5,250 per year.

• Business-casual work environment, including the option to wear jeans.

• Generous paid time off upon hiring.

• Ten paid company holidays and three floating holidays each calendar year.

• Paid volunteer time — 16 hours per calendar year.

• Paid parental leave.

• Paid short- and long-term disability.

• Family and Medical Leave (FMLA).

• Business Resource Groups (BRGs).

• Flexible work environment.

• Other necessary computer equipment provided.