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Financial Consultant (Remote Eligible)

RemoteWorker US

Princeton (TX)

Remote

USD 52,000 - 64,000

Full time

3 days ago
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Job summary

A leading company is seeking a Financial Consultant to support and educate customers on retirement options like 401K and IRAs in a remote eligible role. The position demands a Bachelor’s degree, strong sales experience, and self-motivated candidates focused on customer service. We offer competitive health benefits, a flexible work environment, and professional development opportunities.

Benefits

Health insurance
401(k) with company match
Tuition reimbursement
Paid time off
Volunteer hours and employee resource groups

Qualifications

  • At least 1 year of sales experience, preferably inside sales.
  • FINRA licenses or ability to obtain them.
  • Knowledge of retirement products desirable.

Responsibilities

  • Support customers by providing guidance on retirement account options.
  • Educate customers about retirement plans and help achieve savings goals.
  • Deepen customer relationships with Empower.

Skills

Sales
Customer Service
Self-motivated

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Office
Salesforce

Job description

Join to apply for the Financial Consultant (Remote Eligible) role at RemoteWorker US.

Our vision is to transform financial lives by giving our people the freedom to grow. We offer a flexible work environment, promote internal mobility, and value purpose, well-being, and work-life balance. We foster an inclusive environment and encourage community involvement.

What You Will Do

  • Support customers at key life moments, providing guidance on retirement account options like 401K and IRAs.
  • Educate customers about their retirement plans and help them achieve their savings goals.
  • Deepen customer relationships with Empower.

What You Will Bring

  • Bachelor's degree or equivalent experience.
  • At least 1 year of sales experience, preferably inside sales.
  • FINRA licenses or ability to obtain them.
  • Self-motivated with strong sales and customer service skills.

What Will Set You Apart

  • Experience with inbound or phone sales.
  • Proficiency with Microsoft Office and Salesforce.
  • Knowledge of retirement products and a growth mindset.

This position is remote. Applicants must be authorized to work in the U.S. without sponsorship.

What We Offer

  • Health insurance, 401(k) with company match, tuition reimbursement, and more.
  • Paid time off, volunteer hours, and employee resource groups.

Salary Range

$52,000 - $64,000 annually, with potential bonuses and incentives based on performance.

Empower is an equal opportunity employer committed to diversity. We require reliable high-speed internet and a suitable home workspace for remote work.

Application deadline: 07-01-2025.

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