Sales/Retirement Counselor

Job Summary 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. Must be fluent in Spanish and reside in the Bay Area.
Responsibilities Develop and facilitate communication and education strategies by conducting one-on-one virtual and on-site group meetings 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.
Manage meeting schedule, including travel booking.
Provide feedback to local relationship managers about the effectiveness of communication materials/strategies and assist in identifying alternatives.
Qualifications Bachelor's degree or equivalent experience considered in lieu of a degree.
2-4 years relevant financial services experience.
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.
Fluency in Spanish and residence in the Bay Area required.
What Will Set You Apart Working knowledge of Salesforce preferred.
Benefits Medical, dental, vision and life insurance.
Retirement 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).
Equal Opportunity Employer 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. 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.

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