Retirement Plan Counselor - Portland, Oregon

About the role

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.

Responsibilities

• Develop and facilitate communication and education strategies by conducting one-on-one virtual and on-site group meetings 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 final presentations for new prospects based on the demands of the territory

Requirements

• 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

Qualifications

• Working knowledge of Salesforce preferred
• Ability to calculate figures such as interest, proportions, percentages, and fractions required
• Strategic thinker who can work independently
• Practical experience providing high-level, consultative client interactions preferred
• Basic knowledge of defined contribution plans preferred

Skills

• Strong presentation skills
• Proficiency in MS Word, Excel, PowerPoint and Teams
• Strong relationship building and territory management skills
• Ability to calculate figures such as interest, proportions, percentages, and fractions
• Strategic thinker who can work independently
• Practical experience providing high-level, consultative client interactions
• Basic knowledge of defined contribution plans

Benefits

• Medical, dental, vision and life insurance
• Roth 401(k) plan with generous company matching contributions (up to 6%)
• Financial advisory services
• Potential company discretionary contribution
• 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.

Pay

Base Salary Range: $59,700.00 - $84,300.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Schedule

Remote - Must reside within territory

Air travel and overnight stays will be required in addition to being based in Portland.