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Empower · 3 hours ago

Outbound Sales Coordinator

United States

Full-time

Remote

New Grad, Entry Level

$38K/yr - $49K/yr

Empower is a company focused on transforming financial lives and creating a flexible work environment. As an Outbound Sales Coordinator, you will engage with current retirement plan participants and retail customers to generate interest in Empower's financial services and schedule qualified appointments.

Employee BenefitsNon ProfitSocial

No H1B

Responsibilities

Responsible for making a high volume of outbound calls to individuals who are considered warm leads because they have expressed an interest in Empower's innovative financial services

May utilize pre-defined scripts, based on the needs of the participant, assesses whether a meeting with a financial consultant makes sense for the individual

Help troubleshoot issues that users may have with the financial dashboard and relay to the technical support team

May transfer calls to appropriate departments to assist customer questions on their account

Interact with prospective clients via phone, chat, and email

Properly record interactions within customer relationship management software

Gather contact information, questions and concerns and other screening information for the appointment

Ensure high completion rate for appointments

Qualification

Outbound callingCustomer relationship managementFinancial services knowledgeSales experienceCommunication skillsInterpersonal skillsOrganizational skills

Required

High school diploma or equivalent

Ability to interpret customer needs and match those with a related product or service

Proven abilities to maintain appropriate policies & procedures for regulatory-driven requirements

Excellent operational, organizational and follow-up skills with the ability to manage and process complex operational work

FINRA fingerprinting required

Preferred

Associate's degree

Previous financial experience and/or investment product and services knowledge

Proven investment advisory sales skills including proactive outbound calling efforts

Sales experience

Exceptional verbal, written and listening communication skills

Strong interpersonal skills, team-oriented, and collaborative

Benefits

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.