Are you passionate about helping people achieve their dreams of a secure retirement?
Do you think most people would save more if they understood the levers to achieving their retirement income goals?
At Empower Retirement, this is our only mission.
Empower is a leading provider of group retirement services, with more than a century of experience providing financial security to people across America, Here is your opportunity to join us as a Retirement Plan Advisor.
What you will do Elicit actions to help individuals secure a healthy retirement and plan their financial future.
Use your strategic thinking to achieve business results and lead impactful conversations while meeting service level agreements.
Develop strategic partnerships with key contacts at state agencies in downtown Madison and the greater Madison area Leverage partnerships with key contacts in the Boston area to develop opportunities Conduct Retirement Readiness Reviews, individual meetings and group presentations with targeted participants, using consultative expertise to improve retirement outcomes Create dynamic business plan and strategy to maximize impact on participants in assigned territory both virtually and in-person when safe Define a variety of dynamic needs and challenges by using thoughtful analytics Support participants from a variety of backgrounds/educational experiences through consultative one on one and group conversations Be an early adaptor for new procedures, technologies, processes Document interactions in Salesforce and collect required enrollment information to adhere to Compliance guidelines Satisfy service level agreements for the plan as well as achieve business results Work collaboratively across internal service and management teams to improve effectiveness What you will bring Bachelor’s degree in Business or Finance; or equivalent work experience 2 years advisory/consultative/educational experience Reliable personal transportation to cover the assigned territory (mileage reimbursement provided) Strategic thinker who can work independently and in a collaborative team Strong relationship building and territory management skills Experienced and effective public speaker FINRA Series 6, 63, 65 registrations obtained within 90 days of hire date
– current FINRA registrations strongly preferred FINRA fingerprinting upon hire What will set you apart 5 years related experience Experience with retirement planning/financial planning software Proficient in MS Word, Excel, PowerPoint Good working knowledge of the firm’s products, the defined contribution business and ERISA Experience strategically managing a territory and generating and new leads within the territory (increasing participant count)