Retirement Plan Counselor- Durham
Company: Empower Retirement
Location: Durham
Posted on: October 22, 2024
Job Description:
Grow your career with a growing organizationWhether they're
helping people reach their long-term financial goals or providing
personal wealth management strategies, every associate contributes
to changing the lives of those we serve for the better. When it
comes to job satisfaction, that's hard to beat. And from a personal
satisfaction perspective, you'll enjoy the freedom to support
causes that matter to you and experience a truly inclusive work
environment. Your future starts now.The Retirement Plan Counselor
helps individuals using Empower as their retirement provider
through their employer build a healthy retirement and plan their
financial future. This role uses strategic thinking to achieve
business results and lead impactful conversations while meeting
service level agreements.This Counselor will work with public
employees in the Raleigh/Durham area and must be based there and
able to travel within the territory as necessary. What you will
do
- Develop strategic relationships with site contacts within their
assigned territory
- Meet with participants virtually and conduct webinars in
addition to meeting with them in person on topics such as: features
and benefits of the employer sponsored Defined Contribution (DC)
retirement plan(s) and retirement readiness
- Work closely with internal business partners delivering
increased client value
- Act as the "voice of the customer" by relaying important client
feedback obtained during on-site visits to the appropriate
Retirement Services area (e.g., Marketing, Sales, Client services,
Transition Team)What you will bring
- Minimum 3 - 5 years financial services/retirement
experience
- Satisfy service level agreements for the plan as well as
achieve business results
- Possess a comprehensive knowledge of mutual funds/separate
accounts, with an understanding of the risk/reward trade off for
all securities
- FINRA Series 6 & 63 licenses requiredWhat will set you apart
- Be well versed in Deferred Compensation and Defined
Contribution Plans as well as retirement planning concepts
- Strong presentation skills
- Have experience with a consultative needs-based approach
helping people plan for retirement
- Ability to work independently;
results-oriented#PJRPA***Applicants must be authorized to work for
any employer in the U.S. We are unable to sponsor or take over
sponsorship of an employment visa at this time, including
CPT/OPT.***What we offer youWe offer an array of diverse and
inclusive benefits regardless of where you are in your career. We
believe that providing our employees with the means to lead healthy
balanced lives results in the best possible work performance.
- 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)
- Business Resource Groups (BRGs) - internal networks that rally
around common interest, experiences and identities such as race,
ethnicity, gender, ability, military status and sexual orientation.
BRGs play a vital role in educating and engaging our people and
advancing our business priorities.Base Salary Range$57,300.00 -
$81,000.00The 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 workplaceWe 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.***For remote and hybrid positions you will be required
to provide reliable high-speed internet with a wired connection as
well as a place in your home to work with limited disruption. You
must have reliable connectivity from an internet service provider
that is fiber, cable or DSL internet. Other necessary computer
equipment, will be provided. You may be required to work in the
office if you do not have an adequate home work environment and the
required internet connection.***Job Posting End Date at 12:01 am
on:10-26-2024Want the latest money news and views shaping how we
live, work and play? Sign up for Empower's and check out .
Keywords: Empower Retirement, Rocky Mount , Retirement Plan Counselor- Durham, Other , Durham, North Carolina
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