Retirement Plan Counselor
Empower - Raleigh, NC
Hiring: Retirement Plan Counselor Company: Empower Location: Raleigh, NC Job Posted Time: 2026-09-10 13:09:27 Employment Type: On-site Target Skills & Keywords : CPT, Microsoft Excel, Microsoft PowerPoint, Salesforce About the job Experience: •4 years relevant financial services experience Required Skills: •Develop and facilitate communication and education strategies by conducting one-on-one virtual and on-site group meeting by using various technologies in a professional manner •Drive participants to take measurable actions to improve their retirement outcomes including 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 timeframes 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 Qualifications: •Bachelor's degree and or equivalent experience considered in lieu of a degree Compensation: •$59,700 - $84,300 / year •Non-sales positions have the opportunity to participate in a bonus program Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!