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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing relationships with plan sponsors and advisors, focusing on retention and profitability within the financial services sector. Proficient in delivering plan-level reviews and problem-solving complex issues while ensuring compliance with ERISA concepts and regulatory requirements.
Highest-signal resume keywords
FINRA 6 & 63 RegistrationsLife Insurance LicenseStrategic Relationship BuildingERISA Compliance UnderstandingFinancial Services Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Plan DesignEmployee Education PlanningProblem-SolvingData OrganizationNegotiation Skills
Soft Skills
Effective CommunicationTime Management
Tools & Technologies
High-Speed InternetWired Connection
Certifications & Qualifications
FINRA 6 RegistrationFINRA 63 RegistrationLife Insurance License
Industry Keywords
Financial ServicesCorporate Market SegmentPlan SponsorsThird-Party AdministratorsRetirement Readiness
About the role
Key responsibilities & impact- Own retention and profitability of a book of business, typically plans in the $10–$35 million range
- Build and grow relationships with key decision makers
- Collaborate with plan sponsors and advisors on plan design, investments, retirement readiness, affiliated product solutions, and new opportunities
- Deliver plan-level reviews, including employee education planning
- Problem-solve escalated issues
- Partner with the local sales team to deepen advisor relationships, develop new business, and grow existing business
- Travel for local or regional onsite advisor and client meetings
- Collaborate internally with other departments and partners to solve issues and provide unique solutions
- Work with senior staff on complex issues, clients, accounts, projects, analyses, or internal relationships
- Strengthen Empower’s relationships with advisors, plan sponsors, and third-party administrators in the Corporate market segment
- Manage relationships with plan sponsors having plan assets between $10 and $35 million
Requirements
What you’ll need- Candidate must reside in Kentucky
- FINRA 6 & 63 registrations required within corporate-established timelines
- Life Insurance license required
- FINRA fingerprinting required
- Bachelor Degree in Business or related discipline or equivalent experience
- 4+ years financial services or other relevant experience
- 2+ years building strategic relationships
- Foundational understanding of ERISA concepts in compliance, plan design, and regulatory requirements
- Effective communication skills for delivering moderately complex content clearly and succinctly
- Ability to sort and organize facts, data and other information to define problems and develop effective client or internal-partner solutions
- Basic negotiation and time management skills, with manager oversight
- Ability to travel 40 to 60 percent of the time as needed by territory or book of business
- Majority of travel will be by personal vehicle, with occasional overnight stays
- Reliable high-speed internet with a wired connection and a suitable home workspace with limited disruption
- Reliable fiber, cable, or DSL internet connection
Benefits
Comp & perks- 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
- 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. BRGs are open to all.
- Flexible work environment
- Other necessary computer equipment will be provided
- Potential bonus program or sales incentives, depending on position and performance
