The Retirement Plan Counselor helps individuals using Empower as their retirement provider through their employer build a healthy retirement and plan their financial future. This role uses strategic thinking to achieve business results and lead impactful conversations while meeting service level agreements.

This Retirement Plan Counselor will work with public employees in Anchorage, AK with occasional travel to Juneau, AK. The Counselor will work in person and virtually with employees and MUST BE BASED in this territory.

What you will do

• Develop strategic relationships with site contacts within their assigned territory
• Meet with participants virtually and conduct webinars in addition to meeting with them in person on topics such as: features and benefits of the employer sponsored Defined Contribution (DC) retirement plan(s) and retirement readiness
• Work closely with internal business partners delivering increased client value
• Act as the "voice of the customer" by relaying important client feedback obtained during on-site visits to the appropriate Retirement Services area (e.g., Marketing, Sales, Client services, Transition Team)

What you will bring

• Minimum 3 - 5 years financial services/retirement experience
• Satisfy service level agreements for the plan as well as achieve business results
• Possess a comprehensive knowledge of mutual funds/separate accounts, with an understanding of the risk/reward trade off for all securities
• FINRA Series 6 & 63 licenses required

What will set you apart

• Be well versed in Deferred Compensation and Defined Contribution Plans as well as retirement planning concepts
• Strong presentation skills
• Have experience with a consultative needs-based approach helping people plan for retirement
• Ability to work independently; results-oriented