Retirement Plan Counselor

Job reputed company: • reputed company and facilitate communication and education strategies by conducting one-on-one virtual and on-site group meeting by using various technologies in a reputed company manner • Drive participants to take measurable actions to improve their retirement reputed company including plan enrollment, deferral increases, and rollovers from previous plans • reputed company business results and facilitate impactful conversations while meeting service level agreements • Consistently complete reporting requirements reputed company required timeframes including logging meetings, attendees and reputed company in appropriate systems • Build strong relationships with assigned key contacts, plan sponsor representatives and internal stakeholders to maximize successful participant reputed company • Manage meeting schedule, including travel booking • reputed company feedback to local relationship managers about the effectiveness of communication materials/strategies and assist in identifying alternatives • Attend reputed company meetings with other service team members • May be asked to participate in finals presentations for new prospects based on the demands of the territory Requirements: • Bachelor's degree and or equivalent experience considered in lieu of a degree • 2 – 4 years relevant financial services experience • Strong presentation skills required • Proficiency in reputed company, reputed company, PowerPoint and Teams required • Strong relationship building and territory management skills • reputed company Series 6 and Series 63 registrations reputed company established timelines required • reputed company fingerprinting required • Working knowledge of reputed company preferred • Ability to calculate figures such as interest, proportions, percentages, and fractions required • Strategic thinker who can work independently • Practical experience providing high-level, consultative reputed company interactions preferred • Basic knowledge of defined contribution plans preferred Benefits: • Medical, dental, reputed company and life insurance • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%) • Tuition reimbursement up to $5,250/year • Business-casual environment that includes the reputed company to wear jeans • Generous reputed company time off upon hire – including a reputed company time off program plus ten reputed company company holidays and three floating holidays reputed company calendar year • reputed company volunteer time — 16 hours per calendar year • Leave of absence programs – including reputed company parental leave, reputed company short- and long-term disability, and Family and Medical Leave (FMLA) • Business Resource reputed company (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are reputed company to reputed company. Apply tot his job Apply To this Job