Retirement Plan Counselor - Spanish
Core
Deliver on-site and virtual education and enrollment presentations to help employees achieve financial freedom and improve retirement outcomes.
Role type
Retirement Plan Counselor
Builds
Defined contribution 401(k), 403(b), and Government 457 plan participant enrollment and engagement
Domain
Financial Services / Retirement Planning
Deliverable
client delivery
Required skills
Bilingual Spanish, presentation skills, relationship building, territory management, MS Office proficiency, travel management, regulatory compliance
Preferred skills
Salesforce, public speaking, consultative client interactions, defined contribution plan knowledge
Technologies
Salesforce, MS Word, Excel, PowerPoint, Teams
Responsibilities
Conduct virtual and on-site group meetings to educate participants on retirement plans; Drive measurable actions like plan enrollment, deferral increases, and rollovers; Build relationships with plan sponsors and internal stakeholders; Manage meeting schedules and travel logistics; Provide feedback on communication strategies; Attend client meetings with service team members.
Seniority
Mid-level IC