Retirement Plan Counselor

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Overview
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, fluid career paths, and a welcoming inclusive culture. The Retirement Plan Counselor will deliver on-site and virtual education and enrollment presentations to new and existing defined‑contribution 401(k)/(a), 403(b), and/or Government 457 plan participants, leveraging Empower’s industry‑leading technology to drive positive results.

The role also supports the Relationship Management team in establishing and maintaining relationships with key stakeholders within the assigned territory. Candidate must reside in Minneapolis, MN or be in very close proximity.

• Develop and facilitate communication and education strategies by conducting one‑on‑one virtual and on‑site group meetings using various technologies in a professional manner.
• Drive participants to take measurable actions to improve their retirement outcomes (plan enrollment, deferral increases, and rollovers from previous plans).
• Achieve business results and facilitate impactful conversations while meeting service‑level agreements.
• Consistently complete reporting requirements within required time frames, including logging meetings, attendees and outcomes in appropriate systems.
• Build strong relationships with assigned key contacts, plan sponsor representatives and internal stakeholders to maximize successful participant outcomes.
• Manage meeting schedule, including travel booking.
• Provide feedback to local relationship managers about the effectiveness of communication materials/strategies and assist in identifying alternatives.
• Attend client meetings with other service team members.
• May be asked to participate in final presentations for new prospects based on the demands of the territory.

• Bachelor's degree or equivalent experience considered in lieu of a degree.
• 2 – 4 years relevant financial services experience.
• Strong presentation skills.
• Proficiency in MS Word, Excel, PowerPoint and Teams.
• Strong relationship building and territory management skills.
• FINRA Series 6 and Series 63 registrations within established timelines.
• FINRA fingerprinting.
• Ability to travel using personal vehicle, airline and overnight travel.

• Working knowledge of Salesforce.
• Ability to calculate figures such as interest, proportions, percentages, and fractions.
• Strategic thinker who can work independently.
• Practical experience providing high‑level, consultative client interactions.
• Basic knowledge of defined‑contribution plans.

*** 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.***

• 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.

$58,500 – $82,650. 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…