Senior Retirement Enrollment & Education Counselor

Grow your career with a growing organization

Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

The primary responsibility of the Retirement Counselor is to provide retirement education and expertise to our client and their employees located in the Knoxville, TN area.

This position will work both in person and virtually with retirement plan participants. The Retirement Counselor will primarily support individuals in Knoxville and must live in the immediate vicinity (Nashville is not in the immediate vicinity), but also available to travel in the region as necessary.

What You Will Do

• Acting as the "voice of the customer" by relaying important client feedback obtained during on-site visits to the appropriate Retirement Services area (e.g., Marketing, Sales, Client services, Transition Team)
• Developing strategic relationships with site contacts within their assigned territory
• Working closely with internal business partners delivering increased client value
• Spending 40% - 50% of their time at client locations delivering effective group and individual meetings to diverse audiences on topics such as: features and benefits of the employer sponsored Defined Contribution (DC) retirement plan(s) and retirement readiness

What You Will Bring

• Minimum 3 - 5 years financial services/retirement experience
• State life insurance license preferred (must be acquired within 90 days of hire)
• Possess a comprehensive knowledge of mutual funds/separate accounts, with an understanding of the risk/reward trade off for all securities
• Be well versed in Deferred Compensation and Defined Contribution Plans as well as retirement planning concepts
• FINRA Series 6 & 63 licenses required
• Satisfy service level agreements for the plan as well as achieve business results
• Must be willing to travel to client locations within the Southeastern United States; some overnight travel may be required

What Will Set You Apart

• Strong presentation skills
• Have experience with a consultative needs based approach helping people plan for retirement
• Ability to work independently; results oriented
• Must be able to carry up to 30lbs. and navigate pedestrian pathways such as narrow corridors and stairways

What We Offer You

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Tuition reimbursement up to $5,250/year
• Paid volunteer time — 16 hours per calendar year
• 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
• Business-casual environment that includes the option to wear jeans
• Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year

The salary range below shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to 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. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Base Salary Range

$ 58,800.00-83,025.00

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.

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. 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.***