[Remote] Retirement Plan Counselor- Bilingual at Empower

Tampa, Florida, United States

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Not SpecifiedCompensation

Entry Level & New Grad, Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Requirements

Bachelor's degree or equivalent experience considered in lieu of a degree
2–4 years relevant financial services experience
Strong presentation skills
Proficiency in MS Word, Excel, PowerPoint, and Teams
Strong relationship building and territory management skills
FINRA Series 6 and Series 63 registrations within established timelines
FINRA fingerprinting
Fluent in Spanish
Must reside in Tampa or Orlando
Applicants must be authorized to work for any employer in the U.S. (no sponsorship)

Responsibilities

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 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
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 participate in final presentations for new prospects based on the demands of the territory
Assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the assigned territory

Skills

Spanish

Retirement Planning

401k

403b

457 Plans

Employee Education

Enrollment Presentations

Virtual Meetings

On-site Presentations

Relationship Management

Communication Strategies

Empower

Personal finance management and credit building

About Empower

Empower.me provides personal finance management and credit building services through a subscription model. Users can sign up for a 14-day free trial, after which they pay $8 per month for access to various financial tools. These tools include customizable payment plans, budgeting features, and credit score monitoring. A key aspect of Empower.me is its focus on helping users build credit by reporting their payments to credit bureaus, which can enhance their credit history if payments are made on time. Additionally, Empower.me offers a Thrive line of credit, which involves a soft inquiry on the user's credit report, ensuring that their credit score remains unaffected during the application process. Unlike many competitors, Empower.me specifically targets individuals with no minimum credit score, aiming to improve their financial health and savings.

San Francisco, CaliforniaHeadquarters

2016Year Founded

$96.8MTotal Funding

LATE_VCCompany Stage

Fintech, Financial ServicesIndustries

51-200Employees

Benefits

Generous equity package

Full healthcare benefits

Unlimited PTO

Technology expense reimbursement

Work from anywhere

Risks

Increased competition from fintech companies like Chime and Varo could impact market share.

Integration challenges from acquisitions may disrupt operations and delay strategic goals.

Regulatory scrutiny on credit services could increase compliance requirements and costs.

Differentiation

Empower offers a unique subscription-based model for financial management tools.

The company focuses on credit building by reporting payments to credit bureaus.

Empower's Thrive line of credit involves a soft inquiry, not affecting credit scores.

Upsides

Acquisition of Petal and Cashalo expands Empower's product offerings and customer base.

Increased demand for financial literacy tools among millennials and Gen Z benefits Empower.

Growing interest in alternative credit scoring aligns with Empower's mission for underserved consumers.

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