Empower

Retirement Plan Counselor - Portland, Oregon

OR Portland - Remote

No sponsorship$60k-$84kDetected 14 days ago

SalesforceExcelCommunicationCollaborationPublic SpeakingMicrosoft Office

About the role

Build strong relationships with assigned key contacts, plan sponsor representatives and internal stakeholders to maximize successful participant outcomes
Manage meeting schedule, including travel booking
Strong relationship building and territory management skills
We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom.

Consistently complete reporting requirements within required timeframes including logging meetings, attendees and outcomes in appropriate systems
Bachelor's degree and or equivalent experience considered in lieu of a degree
Strong presentation skills required
Proficiency in MS Word, Excel, PowerPoint and Teams required
FINRA Series 6 and Series 63 registrations within established timelines required
FINRA fingerprinting required
Ability to calculate figures such as interest, proportions, percentages, and fractions required
For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption.
You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet.
You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

Working knowledge of Salesforce preferred
Practical experience providing high-level, consultative client interactions preferred
Basic knowledge of defined contribution plans preferred

$59,700.00 - $84,300.00
The salary range above shows the typical minimum to maximum base salary range for this position in the location listed.
Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance.
Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own.
The Counselor leverages Empower's industry leading technology and tools to drive positive results and help employees strive for a successful retirement.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***

This listing is sourced directly from Empower's careers page and normalized into a canonical job model.