Retirement Plan Counselor

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

📋 Description

• Create and implement communication and educational strategies through one-on-one virtual sessions and on-site group meetings, utilizing various technologies in a professional manner.

• Encourage participants to take measurable actions that enhance their retirement outcomes, including enrolling in plans, increasing deferrals, and rolling over funds from previous plans.

• Deliver business results and engage in meaningful discussions while adhering to service level agreements.

• Regularly fulfill reporting obligations within specified timeframes, including documenting meetings, attendees, and outcomes in the appropriate systems.

• Foster robust relationships with assigned key contacts, plan sponsor representatives, and internal stakeholders to optimize participant success.

• Oversee meeting scheduling, which includes coordinating travel arrangements.

• Provide insights to local relationship managers regarding the effectiveness of communication materials and strategies, and help identify alternative solutions.

• Participate in client meetings alongside other service team members.

• May be requested to take part in final presentations for new prospects depending on territorial demands.

⛳️ Requirements

• Bachelor’s degree or equivalent experience considered in place of a degree.

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

• Excellent presentation skills are essential.

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

• Strong skills in relationship building and territory management.

• FINRA Series 6 and Series 63 registrations are mandatory.

• FINRA fingerprinting is required.

• Familiarity with Salesforce is preferred.

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

• A strategic thinker capable of working independently.

• Previous experience providing high-level, consultative interactions with clients is preferred.

• Basic understanding of defined contribution plans is advantageous.

🏝️ Benefits

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

• Retirement savings options including a 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential discretionary contributions from the company, and a diverse investment lineup.

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

• A business-casual work environment that permits jeans.

• Generous paid time off from the start, which includes a paid time off program, ten paid company holidays, and three floating holidays each calendar year.

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

• Leave of absence programs that include paid parental leave, short- and long-term disability, and Family and Medical Leave (FMLA).

• Business Resource Groups (BRGs) that promote inclusion and collaboration within our organization and the communities where we live, work, and play. BRGs are open to everyone.