Retirement Plan Counselor
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Job Description
Retirement Plan Counselor delivering on-site and virtual education to 401(k) plan participants. Leveraging technology to improve retirement outcomes in the United States.
Responsibilities:
- 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
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
Benefits:
- Medical, dental, vision and life insurance
- 401(k) plan with generous company matching contributions (up to 6%)
- 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)
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