Retirement Plan Counselor- Philadelphia
Core
Deliver on-site and virtual education and enrollment presentations to help employees achieve financial freedom and improve retirement outcomes.
Role type
Retirement Plan Counselor
Builds
Defined contribution 401(k), 403(b), and Government 457 plan participant enrollment and engagement
Domain
Financial Services / Retirement Planning
Deliverable
client delivery
Required skills
presentation skills, relationship building, territory management, MS Office proficiency (Word, Excel, PowerPoint, Teams), FINRA Series 6 and Series 63 registration
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, deferral increases, and rollovers; manage meeting schedules and travel; build relationships with plan sponsors and stakeholders; provide feedback on communication strategies; attend client meetings with service team members.
Seniority
Mid-level IC