Retirement Plan Counselor - Spanish

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 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
• Bilingual Spanish skills required
• Strong presentation skills required
• Proficiency in MS Word, Excel, PowerPoint and Teams required
• Strong relationship building and territory management skills
• Overnight travel required
• Overall, 50 - 60% travel
• FINRA Series 6 and Series 63 registrations within established timelines required
• FINRA fingerprinting required

Qualifications

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

Skills

• Strong presentation skills
• Strong relationship building and territory management skills
• Overnight travel required
• FINRA Series 6 and Series 63 registrations within established timelines required
• FINRA fingerprinting required

Benefits

• Medical, dental, vision and life insurance
• Retail 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

Schedule

50 - 60% travel