Note: The job is a remote job and is open to candidates in USA. Empower is a financial services company focused on helping customers achieve financial freedom. The Senior Workplace Planning Consultant provides comprehensive retirement and financial wellness advice to participants in employer-sponsored plans, builds personalized customer relationships, and supports informed retirement distribution decisions. The role also involves inbound and outbound customer engagement, problem-solving, and meeting sales and service goals.
Responsibilities
- Cultivate relationships with customers by delivering personalized service and respond to a variety of plan and policy-related questions by exhibiting listening, patience, empathy, authenticity, proactivity and perseverance
- Relay accurate information and provide clear and concise communication of policies and procedures
- Retain assets through education and guidance of available plan specific and general distribution options
- Engage in a dialogue to educate customers in making informed distribution decisions and the advantages of participation in a company sponsored retirement plan or an individual retirement account versus the tax implications of taking receipt of the proceeds from their retirement investments
- Deliver optimal solutions to customers in every interaction
- Engage with peers in the organization to problem solve and deliver results
- Use innovative tools and services to find the best options and strategies to help customers with their retirement-planning needs
- Meet monthly and annual sales and service goals
Skills
- • Bachelor's degree or an equivalent combination of education and professional work experience
- • 2+ years of experience in financial services, retirement planning, or advisory environments
- • Demonstrated success in sales
- • Good understanding of IRAs, retirement investment products/services and the qualified retirement plan environment
- • Demonstrated experience managing multiple priorities and ability to handle stressful situations and people on a daily basis
- • Good working knowledge of Windows, Microsoft Office Software (Word, Excel, PowerPoint, Excel, etc.) and various file manipulation skills on a PC
- • Ability to quickly learn Empower's record keeping system, Salesforce software
- • FINRA 7 & 66 (or 63 & 65) registrations required
- • FINRA fingerprinting upon hire
- • Strong consulting skills
- • Motivated, self-starter with the ability to learn new information quickly and independently
- • Strong written, verbal and presentation skills
- Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa currently, including CPT/OPT
Benefits
- This role is eligible for a $5,000 sign on bonus for candidates who are already fully licensed. Sign-on bonus eligibility applies to candidates who apply on or before September 30.
- Flexible work environment
- Fluid career paths
- Internal mobility
- 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.
- Other necessary computer equipment will be provided.
Company Overview