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Retirement Sales Consultant

Job ID R.0053424 Primary location Boston, Massachusetts Date posted 09/12/2025 Worker type Regular Workplace flexibility Remote - Must reside within territory
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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 primary responsibility of the Retirement Sales Consultant - Large Market is to work in partnership with the Regional Sales Directors (RSD) on new large market business development efforts. In short, the Retirement Sales Consultant is the quarterback on all retirement plan sales opportunities.

What you will do

  • Articulate Empower’s capabilities and differentiate Empower from the competition
  • Lead the effort on all proposals including: RFIs, RFPs, and pricing requests
  • Handle RFPs thru the sales process including understanding the opportunity as it relates to Empower’s strategic business model and articulating it to the organization
  • Work with the BAC to filter opportunities and eliminate those that are not a fit
  • Provide a high-quality response to the RFP that demonstrates Empower’s understanding of the opportunity and interest in serving the prospect
  • Work with internal partners to complete the pricing schedule
  • Determine creative solutions for prospect requests including those involving unique requirements in plan design and administration
  • Skillfully negotiate with internal and external partners to influence opportunity outcomes
  • Analyze fund lineups for asset management placement
  • Manage all aspects of the site visit and finals presentation and any other prospect presentations/communications which may include working with internal partners to select the best individuals from RM, Client Service, Communications, Implementation, Compliance, and Investments to participate in prospect meetings
  • Brief and prepare colleagues who participate in sales pursuits so that their meeting dialogues are tailored to the individual opportunity, prospect, and intermediaries
  • Ensure that finals presentations and site visits are differentiated from our competitors
  • Work with Marketing to create meeting materials and presentations that are tailored for each opportunity
  • Maintain/update Salesforce with information on opportunities within the assigned territory and fulfill all data requests regarding sales activity and opportunities
  • Follow up on all wins and losses to record and communicate the reasons for the outcome
  • Brief senior management and other stakeholders on all opportunities including their characteristics, progress, and outcomes
  • Supplement RSD coverage of regional intermediaries with email/phone contact to keep Empower top of mind in regional markets
  • Provide back-up coverage for RSDs in responding to intermediary questions and inquiries
  • Respond to intermediary inquiries and escalate issues regarding fee benchmarks, database updates, technical inquires and service issues
  • Update regional intermediary databases with information on Empower’s products
  • Increase the brand recognition within the marketplace through calling/mailing efforts as necessary

What you will bring

  • Bachelor's degree in business or a related field
  • 3 - 5 years business experience
  • Excellent written and verbal communication skills
  • Proven project management skills
  • Experience managing multiple, complex projects simultaneously under tight deadlines
  • Knowledge of the retirement plan services industry
  • FINRA Series 6 & 63 and applicable state insurance licenses required within established timelines

What will set you apart

  • Front office experience working with intermediaries
  • High degree of professionalism 
  • Telephone sales or service experience in the financial services industry
  • Negotiation skills
  • Travel required as needed to meet objectives

***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 you

We 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) –  BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

Base Salary Range

$0.00 - $0.00

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. 

***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:

09-19-2025

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