Financial Consultant

Dev; Chandler (AZ); On-site; USD 52,000 - 64,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) matching contributions

Tuition reimbursement

Generous paid time off

Paid volunteer time

Job summary

A financial services company in Chandler, Arizona is seeking a Financial Consultant to assist customers with retirement planning. In this role, you will provide guidance on account options, especially for retirement savings goals. The position offers a competitive salary between $52,000 and $64,000, along with diverse benefits such as medical insurance, a 401(k) plan with matching contributions, and generous paid time off. The role can be performed remotely, promoting flexibility and work-life balance.

Qualifications

• Bachelor's degree or equivalent required.
• Minimum 1 year sales experience preferred.
• Must obtain FINRA 7 & 63 registrations upon hire.

Responsibilities

• Provide guidance to customers about retirement accounts.
• Educate customers on account options like 401K and IRAs.
• Engage with customers to deepen relationships with Empower.

Skills

Sales experience

Customer service skills

Problem-solving skills

Ability to learn new information quickly

Education

Bachelor's degree or equivalent

Tools

SalesForce

Microsoft Suite

Job description

Jobs for Humanity is partnering with Empower to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located.

Company Name: Empower

Job Description

Grow your career with a growing organization

Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

What you will do

As a Financial Consultant (Retirement Consultant) you will be part of our growing Empower Personal Wealth sales team, providing support to our customers at key life moments. Our Financial Consultants provide guidance on available account options for our customer’s retirement savings goals, such as 401K and IRA products. At Empower, we believe in owning your career. New Financial Consultants will have the opportunity to promote to a Senior Financial Consultant, increasing your overall income potential. The compensation package includes a base salary plus incentive compensation, creating the opportunity to earn a generous paycheck. The incentive compensation component will be variable and tied to specific sales related goals set by Empower.

• 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

What you will bring

• Bachelor's degree or an equivalent combination of education and professional work experience
• Minimum of 1 year experience in sales, preferably inside sales
• Current FINRA licenses and/or ability to successfully obtain FINRA 7 & 63 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 sales, relationship management and customer service skills
• Problem-solving skills and ability to engage with customers, ask questions, share thoughts & offer solutions

What will set you apart

• Previous experience with inbound and/or phone-based sales
• 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 sales goals

This position can be done remotely.

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• 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) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.

Base Salary Range

$52,000.00 - $64,000.00

Equal opportunity employer • Drug-free workplace

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

Workplace Flexibility: Remote - Nationwide