What are the responsibilities and job description for the Remote Retirement Plan Counselor | WFH position at Get It - Real Estate?
Join Our Esteemed Team as a Retirement Plan Counselor - Remote
At our organization, we strive to empower both our clients and our team members, believing that enhancing financial futures begins with investing in our workforce. We promote a flexible work environment that supports diverse career trajectories and values purpose, well-being, and an optimal work-life balance. Our dedication to fostering an inclusive culture is exemplified by the numerous hours our associates volunteer to champion causes they are passionate about.
Position Overview
As a Retirement Plan Counselor, you will assume a crucial role in guiding individuals through their retirement planning processes. Engaging in significant discussions and employing strategic insights, you will help attain business objectives while ensuring compliance with our service level agreements. You will interact with public employees across Alaska, both virtually and in-person, necessitating that candidates reside in Anchorage or Juneau and are open to occasional travel within the state.
Key Responsibilities
At our organization, we strive to empower both our clients and our team members, believing that enhancing financial futures begins with investing in our workforce. We promote a flexible work environment that supports diverse career trajectories and values purpose, well-being, and an optimal work-life balance. Our dedication to fostering an inclusive culture is exemplified by the numerous hours our associates volunteer to champion causes they are passionate about.
Position Overview
As a Retirement Plan Counselor, you will assume a crucial role in guiding individuals through their retirement planning processes. Engaging in significant discussions and employing strategic insights, you will help attain business objectives while ensuring compliance with our service level agreements. You will interact with public employees across Alaska, both virtually and in-person, necessitating that candidates reside in Anchorage or Juneau and are open to occasional travel within the state.
Key Responsibilities
- Cultivate and maintain strategic relationships with site contacts in your designated territory.
- Lead virtual meetings and webinars, as well as in-person sessions, covering employer-sponsored Defined Contribution (DC) retirement plans and retirement readiness.
- Collaborate closely with internal business partners to enhance the overall client experience.
- Act as the
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