Financial Coach

HTU; Greenwood (IN); Presencial; USD 59.000 - 72.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, dental, vision insurance

401(k) retirement with company match

Tuition reimbursement

Paid time off

10 company holidays

Floating holidays

Volunteer time

Parental leave and disability

Descripción de la vacante

HTU in Greenwood, IN is seeking a driven financial planning professional to educate participants, advise on investments and support managed accounts. You will use Empower’s planning tools to tailor solutions, manage calls, and uphold compliance while meeting service benchmarks.

Ideal candidates hold a bachelor's degree, FINRA licenses, and strong customer service skills; occasional travel may be required; a supportive, business-casual environment and clear career development paths are described.

Formación

• Bachelor’s degree or equivalent combination of education and professional work experience.
• FINRA Series 7 and 66 registrations completed within corporate timelines.
• FINRA fingerprinting completed.
• Proven success in performance roles or similar experience.
• Ability to manage multiple priorities and handle stressful customer interactions.

Responsabilidades

• Provide education, advice and wellness conversations to help participants choose financial planning options.
• Support participants in in-plan managed accounts during high volume periods.
• Use online planning tools and guides to enhance customer interactions.
• Deliver direct advice using Empower’s planning tools and assist customers in adopting solutions.
• Manage inbound queues and appointments to meet service timeframes and maintain experience.

Conocimientos

Customer service

Multitasking

Consultative selling

Communication skills

Time management

Stress management

Educación

Bachelor’s degree

Herramientas

Microsoft Office

Empower tools

Descripción del empleo

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.