Note: The job is a remote job and is open to candidates in USA. Empower is a financial services company helping customers achieve financial freedom and manage their retirement savings. The Workplace Planning Consultant provides phone-based guidance on employer-sponsored retirement accounts, explains 401(k) and IRA options, educates customers on retirement plans, and strengthens customer relationships.
Responsibilities
- Provide over the phone guidance at key life moments to our customer, such as starting or ending employment regarding their employer-sponsored retirement account
- Discuss available account options, such as 401K and IRAs, to align to customer’s retirement savings goals
- Educate our customers on information specific to their retirement plan, comparing options to best support their savings goals
- Focus on deepening customer’s relationship with Empower
Skills
- * Bachelor's degree or an equivalent combination of education and professional work experience
- * Minimum of 1 year experience in performance/goal-oriented roles, ideally in asset growth and retention
- * Current FINRA licenses and/or ability to successfully obtain FINRA 7, 63 & 65 (or 66) registrations within corporate-established timelines and complete FINRA fingerprinting upon hire
- * Motivated, self-starter with the ability to learn new information quickly and independently
- * Demonstrated relationship management and customer service skills
- * Problem-solving skills and ability to engage with customers, ask questions, share thoughts, and offer solutions
- 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 at this time, 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
- * Previous experience with inbound and/or phone-based consultation
- * Proficiency with Microsoft Suite of Products (Word, Excel, PowerPoint, Excel, etc.)
- * Ability to quickly learn new systems and prior experience with SalesForce a plus
- * Good understanding of IRAs, retirement investment products/services and the qualified retirement plan environment
- * A growth mindset to meet company and team goals
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.
- We have a flexible work environment, and fluid career paths.
- 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.
- This position can be done remotely.
- Other necessary computer equipment will be provided.
Company Overview