
The Retirement Plan Counselor role supports the Relationship Management team by delivering education and enrollment presentations to government 457 plan participants in Chicago or Springfield. Key responsibilities include facilitating virtual and on-site meetings, driving participant actions such as plan enrollment and rollovers, and maintaining strong relationships with plan sponsors and stakeholders. The position appeals to candidates seeking a career with fluid growth paths, a flexible work environment, and a strong emphasis on work-life balance and community volunteering. The role requires a mix of on-site territory management and virtual engagement, offering a supportive culture that celebrates internal mobility and professional development.















