Financial Coach

Notre Dame; Greenwood (IN); Hybrid; USD 59,000 - 72,000; Full time

Benefits offered by this job

Base salary with bonuses

Job summary

Notre Dame is seeking a dedicated financial planning educator to advise workplace participants on suitable investment options and in‑plan managed accounts.

You will use Empower’s planning tools, handle inbound and outbound calls, manage appointments, and ensure compliance while pursuing opportunities to grow client assets.

The role requires a Bachelor’s degree, FINRA Series 7 and 66 (or 63 and 65), fingerprinting, and strong client‑facing experience in an office setting.

Qualifications

• Bachelor’s degree or equivalent combination of education and professional work experience.
• FINRA Series 7 and 66 registrations completed within corporate-established timelines.
• FINRA fingerprinting completed.
• Demonstrated success in performance roles or similar experience.
• Ability to manage multiple priorities and handle stressful situations and customer interactions consistently.
• Consultative skills to understand needs and present customer-focused solutions.
• Working knowledge of Microsoft Office and ability to learn new technology systems.
• Suitable at-home workspace to focus on work and participate in video meetings.
• Experience in inbound and outbound phone roles.
• Ability to work primarily in an office environment with computer and phone communication; limited travel may be required.

Responsibilities

• Providing education, advice, and wellness conversations to help workplace participants choose appropriate financial planning and investment options.
• Supporting participants enrolled in in-plan managed account offerings during high volume periods.
• Utilizing online planning tools and conversation guides to enhance customer interactions.
• Delivering direct advice using Empower’s proprietary financial planning tools and assisting customers in adopting suitable solutions.
• Managing inbound queues and appointments to meet service timeframes and maintain customer experience; making outbound calls as needed.
• Adhering to compliance and risk procedures, focusing on participants' best interests.
• Identifying and following up on opportunities to contract additional client assets through retirement planning discussions.
• Meeting monthly performance expectations and implementing coaching to achieve goals.
• Advancing career through internal development opportunities.

Skills

Consultative skills

Multitasking

Customer interactions

Stress management

Phone sales

Education

Bachelor’s degree or equivalent

Tools

Microsoft Office

Job description

Your Role

Key responsibilities include:

• Providing education, advice, and wellness conversations to help workplace participants choose appropriate financial planning and investment options.
• Supporting participants enrolled in in-plan managed account offerings during high volume periods.
• Utilizing online planning tools and conversation guides to enhance customer interactions.
• Delivering direct advice using Empower’s proprietary financial planning tools and assisting customers in adopting suitable solutions.
• Managing inbound queues and appointments to meet service timeframes and maintain customer experience; making outbound calls as needed.
• Adhering to compliance and risk procedures, focusing on participants' best interests.
• Identifying and following up on opportunities to contract additional client assets through retirement planning discussions.
• Meeting monthly performance expectations and implementing coaching to achieve goals.
• Advancing career through internal development opportunities.

About You

The company is looking for candidates who have:

• Bachelor’s degree or equivalent combination of education and professional work experience.
• FINRA Series 7 and 66 (or 63 and 65) registrations obtained within corporate-established timelines.
• FINRA fingerprinting completed.
• Demonstrated success in performance roles or similar experience.
• Ability to manage multiple priorities and handle stressful situations and customer interactions consistently.
• Consultative skills to understand needs and present customer-focused solutions.
• Working knowledge of Microsoft Office and ability to learn new technology systems.
• Suitable at-home workspace to focus on work and participate in video meetings.
• Experience in inbound and outbound phone roles.
• Ability to work primarily in an office environment with computer and phone communication; limited, infrequent travel may be required.

Compensation & Benefits

• Base salary range: $58,500 to $72,000, with potential bonuses or sales incentives depending on role and performance.
• Medical, dental, vision, and life insurance.
• 401(k) retirement plan with up to 6% company matching, financial advisory services, potential discretionary contributions, and broad investment options.
• Tuition reimbursement up to $5,250 per year.
• Business-casual work environment including option to wear jeans.
• Generous paid time off including PTO program, ten company holidays, and three floating holidays annually.
• Paid volunteer time of 16 hours per calendar year.
• Leave of absence programs including paid parental leave, short- and long-term disability, and Family and Medical Leave (FMLA).
• Business Resource Groups promoting inclusion and collaboration.