Retirement Plan Counselor - Bay Area
Core
Deliver on-site and virtual education and enrollment presentations to help employees achieve financial freedom in defined contribution plans.
Role type
Retirement Plan Counselor (Financial Services)
Builds
Defined contribution 401(k), 403(b), and Government 457 plan participant enrollment and retention
Domain
Financial Services / Retirement Planning
Deliverable
product features
Required skills
Spanish fluency, presentation skills, relationship building, territory management, MS Office proficiency, FINRA Series 6 & 63 licensing
Preferred skills
Salesforce knowledge, strategic thinking, consultative client interaction, defined contribution plan knowledge
Responsibilities
Conduct one-on-one and group meetings to drive plan enrollment and deferral increases, manage meeting schedules and travel, build relationships with plan sponsors and stakeholders, complete reporting requirements, provide feedback on communication strategies.
Seniority
Mid-level IC