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Empower · 1 day ago

Financial Consultant

United States

Full-time

Remote

Entry Level

$52K/yr - $64K/yr

1+ years exp

Empower is committed to transforming financial lives by providing a flexible work environment and opportunities for career growth. As a Financial Consultant in the Retirement Plan Advisory Team, you will guide customers through their retirement savings options, helping them achieve their financial goals while deepening their relationship with Empower.

Employee BenefitsNon ProfitSocial

No H1B

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

Qualification

FINRA licensesCustomer service skillsRetirement investment knowledgeSalesForce experienceMicrosoft Suite proficiencyRelationship managementProblem-solving skillsGrowth mindsetSelf-starter

Required

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 & offer solutions

Preferred

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

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.