Retirement Plan Counselor
Core
Deliver on-site and virtual education and enrollment presentations to new and existing Government 457 plan participants to drive retirement outcomes.
Role type
Retirement Plan Counselor
Builds
Defined contribution plan enrollment and deferral increases for public employees
Domain
Financial services / Retirement planning
Deliverable
client delivery
Required skills
Presentation skills, Relationship building, Territory management, MS Office proficiency, FINRA Series 6 and 63 registrations
Preferred skills
Salesforce knowledge, Defined contribution plan knowledge, Consultative client interaction skills
Responsibilities
Conduct one-on-one virtual and on-site group meetings, Drive participants to take measurable actions to improve retirement outcomes, Build strong relationships with key contacts and plan sponsor representatives, Manage meeting schedule including travel booking, Provide feedback to local relationship managers, Attend client meetings with other service team members
Seniority
Mid-level IC