Retirement Plan Advisor

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 be onsite in our Baton Rouge office, working with public employees in the area in person and virtually. Generally Monday - Friday, 8am - 5pm. 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.