What are the responsibilities and job description for the Retirement Plan Advisor- Madison position at Empower Retirement?
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.
As a Retirement Plan Advisor, you will help individuals using Empower, as their retirement provider through their employer, build a healthy retirement and plan their financial future. You'll use your strategic thinking to achieve business results and lead impactful conversations while meeting service level agreements. You'll achieve these goals by meeting with individuals in person and virtually in your assigned territory.
This Retirement Plan Advisor will focus on public employees in the Dane County area and travel within the territory accordingly. The associate must be based in the Madison, WI area.
What you will do
Develop strategic partnerships with key contacts in each location and agencies within assigned territory
Conduct Retirement Readiness Reviews, individual meetings and periodic 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
Define a variety of dynamic needs and challenges by using thoughtful analytics
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
2 years related experience
Bachelor's degree or equivalent experience
FINRA Series 6, 63, and 65 registrations (at minimum current Series 6 and 63 required for serious consideration)
Reliable personal transportation to cover the assigned territory (mileage reimbursement provided)
Strong relationship building and territory management skills
What will set you apart
Current FINRA registrations strongly preferred
Experience with retirement planning / financial planning software
Strategic thinker who can work independently
Experienced and effective public speaker
Good working knowledge of the firm's products, the defined contribution business and ERISA
PJRPA
- 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.
What we offer you
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.
Base Salary Range
70,800.00 - $99,975.00
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 compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and / or skill level and will be finalized at the time of offer.
Equal opportunity employer
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.
Job Posting End Date at 12 : 01 am on :
01-18-2025
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Salary : $70,800 - $99,975
