Retirement Plan Counselor

Empower

. Deliver on-site and virtual education and enrollment presentations to new and existing defined contribution Government 457 plan participants .

Posted 10/27/2026full-timeRemote • Idaho • United StatesJuniorMid-Level💰 $59,700 - $84,300 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong presentation skills and the ability to build relationships with key stakeholders while managing territory effectively. Proficient in utilizing technology and tools to drive participant outcomes in defined contribution plans.

Highest-signal resume keywords

Strong Presentation SkillsFINRA Series 6 RegistrationFINRA Series 63 RegistrationRelationship BuildingTerritory Management

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial Services ExperienceCalculating FiguresDefined Contribution Plans KnowledgeConsultative Client Interactions

Soft Skills

Strategic ThinkingIndependent Work

Tools & Technologies

MS WordMS ExcelMS PowerPointMS TeamsSalesforce

Certifications & Qualifications

FINRA Fingerprinting

Industry Keywords

Defined Contribution PlansGovernment 457 PlanEnrollment StrategiesParticipant Outcomes

About the role

Key responsibilities & impact

Deliver on-site and virtual education and enrollment presentations to new and existing defined contribution Government 457 plan participants
Leverage Empower’s technology and tools to drive positive participant outcomes
Assist the Relationship Management team in establishing and maintaining relationships with key stakeholders within the assigned territory
Work across Idaho with public employees; travel within Idaho
Develop and facilitate communication and education strategies through one-on-one virtual and on-site group meetings
Drive plan enrollment, deferral increases, and rollovers from previous plans
Achieve business results and facilitate impactful conversations while meeting service level agreements
Complete reporting requirements, including logging meetings, attendees and outcomes
Build relationships with key contacts, plan sponsor representatives and internal stakeholders
Manage meeting schedules, including travel booking
Provide feedback to local relationship managers on communication materials and strategies
Attend client meetings with other service team members
Participate in finals presentations for new prospects as needed

Requirements

What you’ll need

Must reside in Idaho and be based in Idaho
Bachelor's degree and/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 required
FINRA fingerprinting required
Ability to calculate figures such as interest, proportions, percentages, and fractions
Strategic thinker who can work independently
Working knowledge of Salesforce preferred
Practical experience providing high-level, consultative client interactions preferred
Basic knowledge of defined contribution plans preferred
Must be authorized to work for any employer in the U.S.; employment visa sponsorship unavailable

Benefits

Comp & perks

Medical, dental, vision and life insurance
401(k) plan with generous company matching contributions (up to 6%)
Financial advisory services
Potential company discretionary contribution
Broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment including the option to wear jeans
Generous paid time off upon hire
Ten paid company holidays and three floating holidays each calendar year
Paid volunteer time — 16 hours per calendar year
Paid parental leave
Paid short- and long-term disability
Family and Medical Leave (FMLA)
Business Resource Groups (BRGs)
Flexible work environment
Other necessary computer equipment provided