Retirement Plan Counselor
Core
Deliver on-site and virtual education and enrollment presentations to new and existing defined contribution Government 457 plan participants to drive retirement outcomes.
Role type
Retirement Plan Counselor (Financial Services)
Builds
Defined contribution plan enrollment, deferral increases, and rollovers for public employees.
Domain
Financial Services / Retirement Planning
Required skills
FINRA Series 6 and Series 63 registrations, presentation skills, MS Office proficiency (Word, Excel, PowerPoint, Teams), relationship building, territory management, meeting management, reporting, basic math (interest, percentages, fractions)
Preferred skills
Salesforce working knowledge, strategic thinking, consultative client interaction experience, defined contribution plan knowledge
Technologies
Salesforce, MS Word, MS Excel, MS PowerPoint, MS Teams
Responsibilities
Conduct one-on-one virtual and on-site group meetings, drive participants to take measurable actions (enrollment, deferrals, rollovers), achieve business results and meet service level agreements, complete reporting requirements (logging meetings, attendees, outcomes), build relationships with key contacts and plan sponsors, manage meeting schedule and travel, provide feedback on communication materials.
Seniority
Mid-level (2–4 years experience)