Retirement Plan Counselor

Job Description: • 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 • FINRA fingerprinting required • 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 Benefits: • Medical, dental, vision and life insurance • Retirement savings – 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) • 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. Apply tot his job