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Retirement Education Counselor

Retirement Education Counselor

Apply Location Richmond, Virginia Workplace Flexibility Remote - Must reside within territory Date posted 09/29/2023 Job ID R.0042829

Grow your career with a growing organization

Whether 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.

Candidate must reside in Richmond Virginia

As a Retirement Education Counselor you will be responsible for delivering on-site education and enrollment presentations to new and existing defined contribution 401(k) clients. You will leverage Empower’s industry leading technology and tools to drive results and help employees as they strive for a successful retirement. This position will also assist the Client Management team in effectively establishing and maintaining relationships with key stakeholders within the assigned territory.

What you will do

·Develop and facilitate communication and education strategies by conducting group meetings (with the possibility of some one-on-ones) in person, via the web, and/or through recorded presentations.
·Offer consultative expertise to employees to increase participation and enrollment.
·Manage meeting assignment schedules, including travel booking.
·Regularly report meeting information and enter details into proprietary reporting systems (meeting tracker, etc.).
·Provide feedback to Client Management about what communication materials/strategies are working or not working within a plan and assist in identifying alternatives.

What you will bring

·Bachelor’s degree preferred.
·FINRA Series 6 and Series 63 registrations required within corporate-established timeframes.
·FINRA fingerprinting required.
·Presentation skills (to groups and/or individuals) required.

What will set you apart

·Minimum 2 years of related experience.
·Proficient in MS Word, Excel, PowerPoint.
·Ability to calculate figures and amounts such as discounts, interest, proportions, percentages, and fractions.
·Working knowledge of Empower products, the defined contribution business, and ERISA.
·Bilingual (Spanish/English) preferred.

***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) - 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

$54,700.00 - $75,250.00

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.***

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