Retirement Plan Counselor

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

📋 Description

• Conduct both on-site and virtual education and enrollment presentations for new and existing participants in defined contribution plans such as 401(k), 403(b), and/or Government 457.

• Create and implement communication and educational strategies through personalized virtual interactions and group meetings conducted on-site.

• Encourage participant engagement by driving actions related to plan enrollment, increasing deferrals, and facilitating rollovers from prior plans.

• Attain business objectives and foster meaningful discussions while adhering to service level agreements.

• Fulfill reporting obligations, which include documenting meetings, participants, and outcomes in the designated systems.

• Cultivate relationships with key contacts, plan sponsor representatives, and internal stakeholders.

• Oversee meeting schedules, including the arrangement of travel bookings.

• Offer insights to local relationship managers regarding communication materials and strategies, while aiding in identifying alternatives.

• Participate in client meetings alongside other members of the service team.

• Engage in final presentations for new prospects as dictated by territory needs.

⛳️ Requirements

• Must reside within the Newark area of New Jersey.

• Proficiency in Spanish is required.

• Possession of a Bachelor’s degree or equivalent experience may be accepted in lieu of a degree.

• 2 to 4 years of relevant experience in financial services is necessary.

• Excellent presentation skills are essential.

• Competence in MS Word, Excel, PowerPoint, and Teams is required.

• Strong skills in relationship-building and territory management are needed.

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

• FINRA fingerprinting is mandatory.

• Ability to perform calculations involving interest, proportions, percentages, and fractions is essential.

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

• A reliable high-speed internet connection with a wired setup and a minimally disruptive home workspace is required.

• Fiber, cable, or DSL internet connection is necessary.

🏝️ Benefits

• Medical, dental, vision, and life insurance coverage.

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

• Access to financial advisory services.

• Possibility of company discretionary contributions.

• Extensive investment lineup.

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

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

• Paid time off program.

• Ten paid company holidays along with three floating holidays each calendar year.

• Paid volunteer time amounting to 16 hours per calendar year.

• Paid parental leave.

• Coverage for both short- and long-term disability.

• Family and Medical Leave (FMLA) provisions.

• Business Resource Groups accessible to all employees.

• Flexible working environment.

• Provision of reliable high-speed internet and necessary computer equipment for remote and hybrid positions.