Retirement Plan Counselor- Southern California
Core
Deliver on-site and virtual education and enrollment presentations to new and existing defined contribution 401(k)/(a), 403(b), and Government 457 plan participants to drive retirement outcomes.
Role type
Retirement Plan Counselor
Builds
Defined contribution retirement plans for public employees
Domain
Financial services / Retirement planning
Required skills
Presentation skills, Relationship building, Territory management, MS Office proficiency (Word, Excel, PowerPoint, Teams), FINRA Series 6 and Series 63 registrations
Preferred skills
Salesforce knowledge, Calculations (interest, proportions, percentages), Consultative client interactions, Defined contribution plan knowledge
Responsibilities
Develop and facilitate communication and education strategies via one-on-one virtual and on-site group meetings, Drive participants to take measurable actions including plan enrollment, deferral increases, and rollovers, Achieve business results and meet service level agreements, Complete reporting requirements including logging meetings and outcomes, Build strong relationships with key contacts and plan sponsor representatives, Manage meeting schedule including travel booking, Provide feedback to local relationship managers on communication materials
Seniority
Mid-level, hands-on IC