Job Description
About the position
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Retirement Plan Counselor helps individuals using Empower as their retirement provider through their employer build a healthy retirement and plan their financial future. This role uses strategic thinking to achieve business results and lead impactful conversations while meeting service level agreements. This Retirement Plan Counselor will work with a major employer in the Memphis, TN area and must be based in this area to deliver in person meetings.
Responsibilities • Develop strategic relationships with site contacts within their assigned territory • Meet with participants virtually and conduct webinars in addition to meeting with them in person on topics such as: features and benefits of the employer sponsored Defined Contribution (DC) retirement plan(s) and retirement readiness • Work closely with internal business partners delivering increased client value • Act as the 'voice of the customer' by relaying important client feedback obtained during on-site visits to the appropriate Retirement Services area (e.g., Marketing, Sales, Client services, Transition Team) Requirements • Minimum 3 - 5 years financial services/retirement experience • Satisfy service level agreements for the plan as well as achieve business results • Possess a comprehensive knowledge of mutual funds/separate accounts, with an understanding of the risk/reward trade off for all securities • FINRA Series 6 & 63 licenses required Nice-to-haves • Be well versed in Deferred
Compensation and Defined Contribution Plans as well as retirement planning concepts • Strong presentation skills • Have experience with a consultative needs-based approach helping people plan for retirement • Ability to work independently; results-oriented 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) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation Apply tot his job