Note: The job is a remote job and is open to candidates in USA. Empower is a financial services company that helps customers achieve financial freedom. The Senior Workplace Planning Consultant provides comprehensive retirement and financial wellness advice to participants in employer-sponsored plans, delivers personalized education and guidance, and supports customers through retirement-planning decisions. The role also involves inbound and outbound customer engagement, relationship building, 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
- ***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.***
- ***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.***
- * Strong consulting skills
- * Motivated, self-starter with the ability to learn new information quickly and independently
- * Strong written, verbal and presentation skills
Benefits
- Medical, dental, vision and life insurance
- 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), which facilitate inclusion and collaboration across the business and communities
- Flexible work environment
- Remote - Nationwide
- Other necessary computer equipment will be provided
Company Overview