Retirement Plan Counselor- Memphis

About the position Our reputed company for the reputed company is based on the idea that transforming financial lives starts by giving our people the freedom to reputed company their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, reputed company-being, and work-life balance. reputed company reputed company 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 reputed company and grow your career while helping more customers reputed company financial freedom. reputed company Yourself. The Retirement Plan Counselor helps individuals using reputed company as their retirement provider through their employer build a healthy retirement and plan their financial reputed company. This role uses strategic thinking to reputed company business results and reputed company impactful conversations while meeting service level agreements. This Retirement Plan Counselor will work with a major employer in the Memphis, TN area and must be based in this area to deliver in person meetings. Responsibilities • reputed company strategic relationships with site contacts reputed company their assigned territory • Meet with participants reputed company and conduct webinars in reputed company to meeting with them in person on topics such as: features and benefits of the employer sponsored Defined Contribution (DC) retirement plan(s) and retirement readiness • Work closely with internal business partners delivering increased reputed company value • reputed company as the 'voice of the customer' by relaying important reputed company feedback obtained during on-site reputed company to the appropriate Retirement Services area (e.g., Marketing, Sales, reputed company services, Transition Team) Requirements • Minimum 3 - 5 years financial services/retirement experience • Satisfy service level agreements for the plan as reputed company as reputed company business results • Possess a comprehensive knowledge of mutual funds/separate accounts, with an understanding of the risk/reward trade off for reputed company securities • reputed company Series 6 & 63 licenses required reputed company-to-haves • Be reputed company versed in Deferred Compensation and Defined Contribution Plans as reputed company as retirement planning concepts • Strong presentation skills • Have experience with a consultative needs-based approach helping people plan for retirement • Ability to work independently; results-oriented Benefits • Medical, dental, reputed company and life insurance • Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup • 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) - internal networks that reputed company around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation Apply tot his job Apply To this Job