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Retirement Plan Counselor
Empower
remoteUSD 65,600 - 92,675 / year
Bay Area, California Posted Sep 4, 2026
About this role
Retirement Plan Counselor - Bay Area
Must be fluent in Spanish and reside in the Bay Area
What you will do
- Develop and facilitate communication and education strategies by conducting one-on-one virtual and on-site group meeting by 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
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