Retirement Plan Counselor - Oregon
Empower · Portland, OR · 1 mo ago
Finance$60k–$84k/yrFull-time
We need to output HTML fragment with sections: headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must only include sections that have real specific content. We must not repeat job title as heading. Must not include Job ID etc. Must remove boilerplate like EEO, scam warning, etc. Must preserve all substantive info.
We need to parse the posting.
Let's extract sections:
- Vision/intro paragraph: "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."
That's like an "About the role" or "About Empower". Could be "About the role". We'll treat as "About the role".
- Role description: "The Retirement Plan Counselor is responsible for delivering on-site and virtual education and enrollment presentations to new and existing defined contribution 401(k)/(a), 403(b), and/or Government 457 plan participants across all plan sizes. The Counselor leverages Empower’s industry leading technology and tools to drive positive 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. Candidate must reside in Portland, Oregon or very close proximity. Air travel and overnight stays will be required in addition to being based in Portland. Candidate must speak Fluent Spanish."
That's responsibilities? Could be part of "Responsibilities". We'll put under Responsibilities.
- "What You Will Do" bullet list: list of duties.
Let's extract bullet points:
- 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
These are responsibilities/duties.
- "What You Will Bring": qualifications/requirements.
List:
- 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
- Strong relationship building and territory management skills
- FINRA Series 6 and Series 63 registrations within established timelines required
- Availability to travel with overnight stays
- FINRA fingerprinting required
- Fluent in Spanish
- "What Will Set You Apart": preferred skills/knowledge.
List:
- Working knowledge of Salesforce preferred
- Ability to calculate figures such as interest, proportions, percentages, and fractions required (actually says required)
- Strategic thinker who can work independently
- Practical experience providing high-level, consultative client interactions preferred
- Basic knowledge of defined contribution plans preferred
- Benefits: "What We Offer You" list.
List:
- We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
- 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.
- Pay: "Base Salary Range $59,700.00 - $84,300.00" plus note about bonus program.
We have salary range and mention bonus program for non-sales positions. So we can include Pay section.
- Schedule: Not explicitly mentioned. There's mention of flexible work environment, fluid career paths, travel required, overnight stays. No explicit schedule like full-time, part-time, remote/hybrid. There's mention of flexible work environment but not specific schedule. We should not create Schedule section unless posting actually states them. It does not state schedule like "Full-time", "Part-time", "Hybrid". So we omit Schedule.
- Also there is mention of "Candidate must reside in Portland, Oregon or very close proximity. Air travel and overnight stays will be required in addition to being based in Portland." That could be under Responsibilities or Requirements (location requirement). We'll include location under Requirements maybe.
- Also "FINRA fingerprinting required" is a requirement.
- Also "Availability to travel with overnight stays" is a requirement.
- Also "Fluent in Spanish" requirement.
- Also "FINRA Series 6 and Series 63 registrations within established timelines required".
- Also "Bachelor's degree and or equivalent experience considered in lieu of a degree".
- Also "2 – 4 years relevant financial services experience".
- Also "Strong presentation skills required".
- Also "Proficiency in MS Word, Excel, PowerPoint and Teams required".
- Also "Strong relationship building and territory management skills".
- Also "Working knowledge of Salesforce preferred".
- Also "Ability to calculate figures such as interest, proportions, percentages, and fractions required".
- Also "Strategic thinker who can work independently".
- Also "Practical experience providing high-level, consultative client interactions preferred".
- Also "Basic knowledge of defined contribution plans preferred".
We need to decide sections: About the role (intro), Responsibilities (What You Will Do + role description), Requirements (What You Will Bring + location, language, travel, etc.), Qualifications (maybe same as Requirements? But we can combine). The instructions: Use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We can choose which to include. We should not create thin sections. We can combine overlapping.
Better to have:
- About the role (intro paragraph)
- Responsibilities (What You Will Do + role description)
- Requirements (What You Will Bring + location, language, travel, FINRA registrations, fingerprinting, etc.)
- Skills (maybe separate: "What Will Set You Apart" includes preferred skills and some required skills like ability to calculate figures). Could be Skills section.
- Benefits (What We Offer You)
- Pay (Base Salary Range + bonus note)
We should not include Schedule.
We must not repeat job title as heading.
We must not include boilerplate like EEO, drug-free workplace, equal opportunity, remote/hybrid internet requirements, job posting end date, newsletter sign-up, etc.
We must preserve all substantive information. So we need to keep all the bullet points and details.
Let's craft HTML.
We'll use
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must only include sections that have real specific content. We must not repeat job title as heading. Must not include Job ID etc. Must remove boilerplate like EEO, scam warning, etc. Must preserve all substantive info.
We need to parse the posting.
Let's extract sections:
- Vision/intro paragraph: "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."
That's like an "About the role" or "About Empower". Could be "About the role". We'll treat as "About the role".
- Role description: "The Retirement Plan Counselor is responsible for delivering on-site and virtual education and enrollment presentations to new and existing defined contribution 401(k)/(a), 403(b), and/or Government 457 plan participants across all plan sizes. The Counselor leverages Empower’s industry leading technology and tools to drive positive 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. Candidate must reside in Portland, Oregon or very close proximity. Air travel and overnight stays will be required in addition to being based in Portland. Candidate must speak Fluent Spanish."
That's responsibilities? Could be part of "Responsibilities". We'll put under Responsibilities.
- "What You Will Do" bullet list: list of duties.
Let's extract bullet points:
- 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
These are responsibilities/duties.
- "What You Will Bring": qualifications/requirements.
List:
- 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
- Strong relationship building and territory management skills
- FINRA Series 6 and Series 63 registrations within established timelines required
- Availability to travel with overnight stays
- FINRA fingerprinting required
- Fluent in Spanish
- "What Will Set You Apart": preferred skills/knowledge.
List:
- Working knowledge of Salesforce preferred
- Ability to calculate figures such as interest, proportions, percentages, and fractions required (actually says required)
- Strategic thinker who can work independently
- Practical experience providing high-level, consultative client interactions preferred
- Basic knowledge of defined contribution plans preferred
- Benefits: "What We Offer You" list.
List:
- We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
- 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.
- Pay: "Base Salary Range $59,700.00 - $84,300.00" plus note about bonus program.
We have salary range and mention bonus program for non-sales positions. So we can include Pay section.
- Schedule: Not explicitly mentioned. There's mention of flexible work environment, fluid career paths, travel required, overnight stays. No explicit schedule like full-time, part-time, remote/hybrid. There's mention of flexible work environment but not specific schedule. We should not create Schedule section unless posting actually states them. It does not state schedule like "Full-time", "Part-time", "Hybrid". So we omit Schedule.
- Also there is mention of "Candidate must reside in Portland, Oregon or very close proximity. Air travel and overnight stays will be required in addition to being based in Portland." That could be under Responsibilities or Requirements (location requirement). We'll include location under Requirements maybe.
- Also "FINRA fingerprinting required" is a requirement.
- Also "Availability to travel with overnight stays" is a requirement.
- Also "Fluent in Spanish" requirement.
- Also "FINRA Series 6 and Series 63 registrations within established timelines required".
- Also "Bachelor's degree and or equivalent experience considered in lieu of a degree".
- Also "2 – 4 years relevant financial services experience".
- Also "Strong presentation skills required".
- Also "Proficiency in MS Word, Excel, PowerPoint and Teams required".
- Also "Strong relationship building and territory management skills".
- Also "Working knowledge of Salesforce preferred".
- Also "Ability to calculate figures such as interest, proportions, percentages, and fractions required".
- Also "Strategic thinker who can work independently".
- Also "Practical experience providing high-level, consultative client interactions preferred".
- Also "Basic knowledge of defined contribution plans preferred".
We need to decide sections: About the role (intro), Responsibilities (What You Will Do + role description), Requirements (What You Will Bring + location, language, travel, etc.), Qualifications (maybe same as Requirements? But we can combine). The instructions: Use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We can choose which to include. We should not create thin sections. We can combine overlapping.
Better to have:
- About the role (intro paragraph)
- Responsibilities (What You Will Do + role description)
- Requirements (What You Will Bring + location, language, travel, FINRA registrations, fingerprinting, etc.)
- Skills (maybe separate: "What Will Set You Apart" includes preferred skills and some required skills like ability to calculate figures). Could be Skills section.
- Benefits (What We Offer You)
- Pay (Base Salary Range + bonus note)
We should not include Schedule.
We must not repeat job title as heading.
We must not include boilerplate like EEO, drug-free workplace, equal opportunity, remote/hybrid internet requirements, job posting end date, newsletter sign-up, etc.
We must preserve all substantive information. So we need to keep all the bullet points and details.
Let's craft HTML.
We'll use for each section heading.
Inside each section, we can have
for prose and
- for lists.
We need to ensure we don't lose any info.
Let's extract each piece.
**About the role**: The introductory paragraph before "The Retirement Plan Counselor is responsible..." Actually the intro includes vision statement etc. We'll put that as About the role.
Paragraph:
"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."
That's fine.
**Responsibilities**: Combine the role description paragraph and the "What You Will Do" bullet list.
Role description paragraph:
"The Retirement Plan Counselor is responsible for delivering on-site and virtual education and enrollment presentations to new and existing defined contribution 401(k)/(a), 403(b), and/or Government 457 plan participants across all plan sizes. The Counselor leverages Empower’s industry leading technology and tools to drive positive 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. Candidate must reside in Portland, Oregon or very close proximity. Air travel and overnight stays will be required in addition to being based in Portland. Candidate must speak Fluent Spanish."
We could keep that as prose, maybe split into
. Then the bullet list as
- .
Let's list the bullet points exactly as given:
- 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
Note: Some grammar issues but we keep as is.
**Requirements**: From "What You Will Bring" plus location, language, travel, FINRA registrations, fingerprinting.
List:
- 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
- Strong relationship building and territory management skills
- FINRA Series 6 and Series 63 registrations within established timelines required
- Availability to travel with overnight stays
- FINRA fingerprinting required
- Fluent in Spanish
Also we might include "Candidate must reside in Portland, Oregon or very close proximity." Already in responsibilities but could be moved to requirements. However we already have location in responsibilities paragraph. To avoid duplication, we could keep it there. But we need to preserve all info; duplication is okay but we should avoid repeating? The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." It doesn't forbid duplication, but we should not repeat job title as heading. Duplication of content is okay but maybe better to keep it once. We already have location in responsibilities paragraph; we can keep it there and not repeat in requirements. However the requirements list does not include location; we could add it as a bullet. But we already have it in responsibilities paragraph; we could keep it there and not