Retirement Plan Counselor
Not Disclosed•Full-TimeHybrid
location_on200 West Jackson, 200, West Jackson Boulevard, Financial District, Loop, Chicago, South Chicago Township, Cook County, Illinois, 60606, United States
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 Retirement Plan Counselor is responsible for delivering on-site and virtual education and enrollment presentations to new and existing defined contribution Government 457 plan participants. The Counselor leverages Empower's industry-leading technology and tools to drive positive results and help employees strive for a successful retirement. This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned.
This Retirement Plan Counselor will work with public employees in Chicago OR Springfield. The Counselor must be based in either territory.
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.
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.
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.
Work location
Work model: Hybrid
200 West Jackson, 200, West Jackson Boulevard, Financial District, Loop, Chicago, South Chicago Township, Cook County, Illinois, 60606, United States
Chicago, Illinois
Key Responsibilities
- check_circleDevelop and facilitate communication and education strategies through virtual and on-site group meetings
- check_circleProvide feedback to relationship managers on communication materials and identify strategic alternatives
- check_circleAttend client meetings with service team members and participate in finals presentations for new prospects
- check_circleDrive participants to take measurable actions to improve retirement outcomes including enrollments and rollovers
- check_circleBuild and maintain strong relationships with key contacts, plan sponsors, and internal stakeholders
- check_circleComplete reporting requirements within timeframes by logging meetings, attendees, and outcomes in systems
- check_circleManage meeting schedules and coordinate travel bookings for on-site presentations
Requirements
- verifiedBachelor's degree or equivalent experience
- verified2–4 years relevant financial services experience
- verifiedStrong presentation skills
- verifiedProficiency in MS Word, Excel, PowerPoint, and Teams
- verifiedFINRA Series 6 and Series 63 registrations
- verifiedFINRA fingerprinting
- verifiedAbility to calculate interest, proportions, percentages, and fractions
- verifiedAuthorized to work for any employer in the U.S.
- verifiedMust reside in Chicago or Springfield territory
Nice to Have
Working knowledge of Salesforce. Practical experience providing high-level, consultative client interactions. Basic knowledge of defined contribution plans.
Benefits & Perks
check_circleMedical, dental, vision and life insurancecheck_circle401(k) plan with generous company matching contributions up to 6%check_circleTuition reimbursement up to $5,250 per yearcheck_circleGenerous paid time off including ten paid company holidays and three floating holidaysPaid volunteer time of 16 hours per calendar year
Similar Job Opportunities
Skills, education and keywords
Skills: MS Word, Excel, Powerpoint, Teams, Salesforce, Finra Series 6, Finra Series 63.
Education: Bachelor's degree or equivalent experience considered.
Frequently asked questions about Retirement Plan Counselor at Empower
What does a Retirement Plan Counselor at Empower do?expand_more
Day-to-day, the Retirement Plan Counselor at Empower will develop and facilitate communication and education strategies through virtual and on-site group meetings; provide feedback to relationship managers on communication materials and identify strategic alternatives; attend client meetings with service team members and participate in finals presentations for new prospects; and drive participants to take measurable actions to improve retirement outcomes including enrollments and rollovers.
What are the requirements for this Retirement Plan Counselor role?expand_more
To qualify for the Retirement Plan Counselor at Empower position, applicants should have: Bachelor's degree or equivalent experience; 2–4 years relevant financial services experience; Strong presentation skills; Proficiency in MS Word, Excel, PowerPoint, and Teams; FINRA Series 6 and Series 63 registrations; and FINRA fingerprinting.
Where is the Retirement Plan Counselor role at Empower located?expand_more
Retirement Plan Counselor at Empower is based in 200 West Jackson, 200, West Jackson Boulevard, Financial District, Loop, Chicago, South Chicago Township, Cook County, Illinois, 60606, United States. This is a hybrid role.
Is this Retirement Plan Counselor job remote, hybrid, or on-site?expand_more
Empower has listed this Retirement Plan Counselor role as hybrid.
How much experience is required for this Retirement Plan Counselor role?expand_more
Retirement Plan Counselor at Empower typically requires 2–4 years of relevant experience at the mid level level.
What skills do you need for the Retirement Plan Counselor role at Empower?expand_more
Key skills for Retirement Plan Counselor at Empower include MS Word; Excel; Powerpoint; Teams; Salesforce; Finra Series 6; and Finra Series 63.
What education is required for Retirement Plan Counselor at Empower?expand_more
Educational requirements for this role: Bachelor's degree or equivalent experience considered.
What category does the Retirement Plan Counselor role belong to?expand_more
Retirement Plan Counselor at Empower is part of the accounting & finance job category on Recrutus.