Retirement Plan Advisor

Overview Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Retirement Plan Advisor assists individuals in achieving a successful retirement and planning their financial future through group and individual presentations to new and existing defined contribution Government 457 plan participants across all plan sizes. This role uses data-driven, analytical thinking to lead impactful conversations with participants, meets client service level agreements and achieves annual targets as assigned. This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned. This Retirement Plan Advisor role will work with public employees in South Carolina. The Advisor must be based in the state and be available travel within the state as necessary. What you will do Conduct Retirement Readiness Reviews, as well as other individual meetings and group presentations, with targeted participants using consultative expertise to improve retirement outcomes Develop and maintain strategic partnerships with key stakeholders for each location within assigned territory or for assigned employer-sponsored plans Conduct one-on-one virtual and on-site group meeting by using various technologies in a professional manner Manage meeting schedule, including travel booking Create and execute dynamic business plans and tactics to drive positive retirement income objectives for participants Document interactions in Salesforce and collect required information to adhere to guidelines for regulatory compliance Achieve plan level and individual goals to help achieve service level agreements and business results Participate in client meetings, sales finals, or other external meetings as needed Work collaboratively across internal service and management teams to improve effectiveness What you will bring Bachelor\'s degree or equivalent work experience in lieu of a degree 3 – 5 years relevant financial services experience Strong presentation skills required Proficiency in MS Word, Excel, PowerPoint, and Teams required Strategic thinker who can work independently required Strong relationship building and territory management skills required FINRA Series 6, 63, 65 registrations required within established timeline; current FINRA registrations strongly preferred FINRA fingerprinting required upon hire What will set you apart Working knowledge of Salesforce preferred Working knowledge of building blocks for successful retirement planning preferred Basic understanding of defined contribution plans preferred Practical experience providing high-level, consultative client interactions preferred Base Salary Range $72,200.00 - $101,975.00 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. Equal opportunity employer. Drug-free workplace. We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. Job posting end date is not indicated on this refined description. Please refer to your internal job postings for current status. #J-18808-Ljbffr