Regional Investment and Retirement Planner - Pacific Northwest
The National Rural Electric Cooperative Association (NRECA), with offices in Arlington, VA and Lincoln, NE is the trade association for over 900 consumer-owned electric cooperatives serving more than 42 million people. NRECA is committed to harnessing the strength of Americas electric cooperatives into a single powerful voice. NRECA has won the following awards over the past few years:
- Top Workplace by the Washington Post
- 100 Best Places to Work - ComputerWorld Magazine
- 50 Best Places to Work - The Washingtonian
- CARE Award Recipient - Recognizing organizations that promote a positive work-life balance
- 50 Greatest places to Work - AARP
- Best Place to Work Award Recipient - Lincoln, NE
- Gold Well Workplace - Wellness Councils of America
- State of NE Governor's Wellness Award - Grower Level
At NRECA, we work with people who are leaders in their fields. They are down-to-earth, hardworking professionals committed to helping our members serve their communities. Our work is interesting, constantly evolving, and requires new skills to meet the evolving needs of a dynamic industry. In this collegial, inclusive work environment, united around the compelling purpose and history of electric cooperatives, we thrive. And topping it off, NRECA cares about each persons overall well-being, encouraging health, financial security, and a sustainable work/life balance. EEO/AA- M/F/Disability/Protected Veteran Status/Genetic Data
Regional Investment and Retirement Planner - Pacific Northwest P4
As a part of NRECAs Personal Investment & Retirement Planning (PIRC) team, this position will provide investment and retirement education to NRECA 401(k) Pension and Retirement Security Plan participants (active and retired) in the form of individual meetings and standardized group seminars. This position is based in the Pacific Northwest with responsibility for the Western states. Requires up to 90% travel. Home office based. Should live in a metro area with access to major airport. I.E. Seattle, Tacoma, Portland
Purpose and Mission
This self-sufficient field position provides education through individual consulations, group seminars and written asset allocation plans. While concentrated in the Pacific Northwest (Washington, Oregon, Alaska, Colorado and AZ) , may also be required to provide support to other Western states as demand shifts.
Gather specific competitive intelligence concerning competitive 401(k) plan administrator service provider and investment offerings, particularly those of regional competitors. Analyze in conjunction with the territory field representative and headquarters-based subject matter experts to develop specific retention initiatives and new sales opportunities within the assigned territory and/or region.
Review periodic one-on-one education activity (participant demand/volume, breadth of demand (ratio of single use versus repetitive use of services by employees), volume of PIRC referrals, volume of written asset allocation and retirement plans, frequency of meetings with cooperative management to evaluate ongoing provision of service.
Participate, as the local PIRC presence, in cooperative discussions and presentations to relate PIRC services available to fulfill co-op needs.
Recommend NRECA-sponsored financial education programs.
Conduct standard NRECA-sponsored financial seminars to educate participants in NRECAs retirement plans within the assigned region.
Actively plan and strategize with field services director and field representatives on opportunities or concerns within the region.
Participate in various staff meetings, remotely or in-person to enhance overall knowledge of products, services, and operations and to provide updates related to business activity.
The person who occupies this position has the responsibility for the proper security and disposal of any confidential information that he or she may possess in the course of performing this position's job duties, in accordance with NRECAs Personnel & Administrative Policy and HIPAA Privacy and Security Policies & Procedures Manuals.
Requirements and Qualifications
Bachelors degree required
10+ years extensive knowledge with regard to: defined benefit and defined contribution plans and how they affect and interact with an employees financial situation; the latest legal and business developments in the areas of retirement/investment planning, education funding, personal portfolio management, securities, life insurance/annuities, tax laws and estate-planning issues; Social Security and Medicare.
Possess or in the process of obtaining a professional designation such as CFP®, CEBS, ChFC or CFA.
Must be able to relate to each individual at that individuals comprehension level and have the ability to present seminar material and the financial planning concepts behind it to groups with varying comprehension levels. This is critical to success in this position given the varied levels of investment and financial sophistication among participants, benefit administrators, general managers and board directors.
Strong customer service and communications skills and demonstrated ability to work well with others.
Excellent public speaking skills and be able to speak for an extended period of time.
Ability to influence others, including senior management, aligning business goals with professional and ethical standards.
Must have the ability to function with confidence in one-on-one and group settings, discussions with cooperative management, including the CEO and other senior managers and with cooperative board members, particularly in competitive bidding situations.
The individual has to create credibility as an Investment & Retirement Planner and be able to routinely extend that credibility to the additional services offered through PIRC.
Position requires up to 90% travel time.