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Retirement Plan Advisor

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Empower Retirement

2021-12-03 08:50:54

Job location Jacksonville, Florida, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Are you passionate about helping people achieve their dreams of a secure retirement? Do you think most people would save more if they understood the levers to achieving their retirement income goals? At Empower Retirement, this is our only mission. Empower is a leading provider of group retirement services, with more than a century of experience providing financial security to people across America, Here is your opportunity to join us as a Retirement Plan Advisor.


This position will work with public employees in Jacksonville. The Retirement Plan Advisor must be based in this territory.


What you will do


Elicit actions to help individuals secure a healthy retirement and plan their financial future. Use your strategic thinking to achieve business results and lead impactful conversations while meeting service level agreements.


  • Develop strategic partnerships with key contacts in each location and agencies within assigned territory
  • Conduct Retirement Readiness Reviews, individual meetings and periodic group presentations with targeted participants, using consultative expertise to improve retirement outcomes
  • Create dynamic business plan and strategy to maximize impact on participants in assigned territory
  • Define a variety of dynamic needs and challenges by using thoughtful analytics
  • Document interactions in Salesforce and collect required enrollment information to adhere to Compliance guidelines
  • Satisfy service level agreements for the plan as well as achieve business results
  • Work collaboratively across internal service and management teams to improve effectiveness



What you will bring


  • Bachelor's degree in Business or Finance; or equivalent work experience
  • 2+ years related experience
  • Reliable personal transportation to cover the assigned territory (mileage reimbursement provided)
  • Strategic thinker who can work independently
  • Strong relationship building and territory management skills
  • Experienced and effective public speaker
  • FINRA Series 6, 63, 65 registrations obtained within 90 days of hire date - current FINRA registrations strongly preferred
  • FINRA fingerprinting upon hire



What will set you apart


  • Experience with retirement planning/financial planning software
  • Proficient in MS Word, Excel, PowerPoint
  • Good working knowledge of the firm's products, the defined contribution business and ERISA



We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

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