Retirement Plan Consultant

🕒 2 days ago

🇺🇸 United States – Remote

💵 $72.2k - $102k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Consultant

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Empower

WebsiteLinkedInAll Job Openings

10,000+ employees

💸 Finance

💳 Fintech

👥 B2C

Finance • Fintech • B2C

Empower is a leading provider of financial services focused on helping individuals and organizations achieve financial freedom through retirement planning and investment management. Serving over 19 million Americans, Empower offers a comprehensive suite of finance-related services, including smart planning and investment advice, and tools like the Empower Personal Dashboard™ for a complete financial view. The company is renowned as a top retirement plan provider and works closely with personal investors, workplace plan savers, plan sponsors, and financial professionals. Empower is also recognized for initiatives in Diversity, Equity, Inclusion, and has a social commitment that bolsters community impact.

📋 Description

• Support adopters in the selection of various plan design options to fit their unique needs, both at installation and ongoing • Help adopters collect prior plan documents necessary to establish a new plan, discussing existing plan provisions such as safe harbor and matching contributions, helping them understand available plan provisions and working to understand their business structure and ownership arrangement • Provide consultation to existing adopting employers to help them amend their plan based on changes in their business • Prepare and discuss plan design illustrations and pricing comparisons • Support the participant enrollment process for the new adopter • Build trusted relationships with key plan professionals • Drive seamless new adopter sales towards annual goals • Develop an in-depth knowledge of the plan, its pricing and investment offering and a proficiency at positioning the solutions competitively • Collaborate and partner with the Relationship and Client Service Management teams to support the retention and growth of the customer

🎯 Requirements

• 5+ years of experience in retirement plan market with either account management, plan design consultation or an internal sales consultant background preferred • Excellent verbal and written communication skills including presentations skills, building partnerships internally and externally including plan sponsors, consultants, and business leaders • Understanding of retirement plan pricing • FINRA Series 6 & 63 licenses required within established timelines

🏖️ 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.