Financial Consultant

Empower Retirement; Seattle (WA); Remote; USD 52,000 - 64,000; Full time

Job summary

Join a forward-thinking company as a Financial Consultant where you can help customers navigate their retirement savings. This role offers the chance to provide valuable support during key life moments, assisting clients with their 401K and IRA options. With a focus on personal growth and internal mobility, you will have the opportunity to advance your career while enjoying a flexible work environment. The compensation package includes a competitive base salary and performance-based incentives, allowing you to maximize your earning potential. Be part of a team that values purpose, well-being, and work-life balance.

Benefits

Medical, dental, vision and life insurance

401(k) with company matching

Tuition reimbursement up to $5,250/year

Generous paid time off

Paid volunteer time

Parental leave

Business-casual environment

Leave of absence programs

Business Resource Groups (BRGs)

Qualifications

• Bachelor's degree or equivalent education and work experience.
• 1+ years of inside sales experience preferred.

Responsibilities

• Provide phone assistance for retirement account inquiries.
• Educate customers on 401K and IRA options.

Skills

Sales Experience

Customer Service Skills

Problem-Solving Skills

Relationship Management

Education

Bachelor's Degree

Tools

Microsoft Suite

Salesforce

Job description

life insurance, parental leave, paid time off, tuition reimbursement, 401(k), retirement plan

United States, Washington, Seattle

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

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 assistance on available account options for our customers' 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 be promoted to 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.

What you will do

* Provide over the phone assistance at key life moments to our customers, 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 growing 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 years' 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 retire

* A growth mindset to meet company and team sales goals.

#PJPW

This position can be done remotely.

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***

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

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

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 assistance on available account options for our customers' 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 be promoted to 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.

What you will do

* Provide over the phone assistance at key life moments to our customers, 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 growing 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 years' 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 retire

ment plan environment.

* A growth mindset to meet company and team sales goals.

#PJPW

This position can be done remotely.

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***

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

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

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.***

Job Posting End Date at 12:01 am on:

05-01-2025

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