Financial Coach

HTU; Greenwood, Northern (IN, KY); Hybrid; USD 59,000 - 72,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) with company match

Tuition reimbursement

Casual dress code

PTO + holidays

Volunteer time

Parental leave & disability

Job summary

HTU in Greenwood, IN is searching for a finance-oriented professional to educate workplace participants on financial planning and investment options and to guide clients with in-plan managed accounts.

You will use Empower’s planning tools, handle multiple inquiries, and aim for high-quality customer interactions with regular performance coaching and growth opportunities.

Qualifications

• 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.

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

Adaptability

Education

Bachelor’s degree or equivalent combo

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.