Retirement Plan Counselor

Job Overview

The Retirement Plan Counselor is responsible for delivering on‑site and virtual education and enrollment presentations to new and existing defined contribution 403(b) plan participants across all plan sizes. The Counselor leverages Empower’s industry‑leading technology and tools to drive positive results and help employees strive for a successful retirement. This position also assists the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned.

The role is based in the Greater Detroit area, within about an hour outside the city, and requires travel to client sites as needed.

• Develop and facilitate communication and education strategies by conducting one‑on‑one virtual and on‑site group meetings using various technologies in a professional manner.
• 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 time frames, 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.
• Provide feedback to local relationship managers about the effectiveness of communication materials/strategies and assist in identifying alternatives.
• Attend client meetings with other service team members.
• May be asked to participate in final presentations for new prospects based on the demands of the territory.

• Bachelor’s degree and/or equivalent experience; degree 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 Series6 and Series
  63 registrations within established timelines required.
• FINRA fingerprinting required.

• 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.

Remote and hybrid positions require a reliable high‑speed wired internet connection and a suitable home work environment. Other necessary computer equipment will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.

• 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 per 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.
• Leave of absence programs – including paid parental leave, paid short‑ and long‑term disability, and Family and Medical Leave (FMLA).
• Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work, and play.

Base Salary Range: $59,700.00 – $84,300.00. Non‑sales positions may participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance.

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

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.