Retirement Plan Counselor

TL;DR

Retirement Plan Counselor (Finance): Delivering on-site and virtual education and enrollment presentations to new and existing defined contribution Government 457 plan participants with an accent on leveraging hirify.global’s industry leading technology and tools to drive positive results. Focus on assisting the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned.

Location: Remote - Must reside within territory (Idaho)

Salary: $59,700.00 - $84,300.00

Company

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.

What you will do

• Develop and facilitate communication and education strategies by conducting one-on-one virtual and on-site group meetings.
• Drive participants to take measurable actions to improve their retirement outcomes including plan enrollment, deferral increases, and rollovers from previous plans.
• Achieve business results and facilitate impactful conversations while meeting service level agreements.
• Consistently complete reporting requirements within required timeframes including logging meetings, attendees and outcomes in appropriate systems.
• Build strong relationships with assigned key contacts, plan sponsor representatives and internal stakeholders to maximize successful participant outcomes.
• Manage meeting schedule, including travel booking.

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 MS Word, Excel, PowerPoint and Teams required.
• Strong relationship building and territory management skills.
• FINRA Series 6 and Series 63 registrations within established timelines required.
• FINRA fingerprinting required.
• 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.

Nice to have

• Working knowledge of Salesforce 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 client interactions preferred.
• Basic knowledge of defined contribution plans preferred.

Culture & Benefits

• Medical, dental, vision 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 option to wear jeans.
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year.
• Paid volunteer time — 16 hours per calendar year.