Remote Executive Benefits Consultant

Empower Retirement; Greenwood Village (CO); Hybrid; USD 66,000 - 93,000; Full time

Benefits offered by this job

Medical, dental, vision and life

401(k) with generous matching up to 6%

Tuition reimbursement

Paid time off + holidays

Volunteer time off

BRGs for inclusion

Job summary

Empower Retirement seeks a Benefits Consultant to support executive clients with account servicing, planning opportunities, and a white-glove experience. You will work with Executive Planners and Benefits Planners to coordinate meetings and help deliver premium retirement planning services.

The role emphasizes strong client relationships, advanced knowledge of executive benefits, and collaboration across internal teams. A solid financial planning background is essential.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or related field.
• FINRA Series 7 registration required.
• NASAA Series 63 registration required.
• FINRA fingerprinting required.
• Knowledge of financial wellness and investment management strategies.

Responsibilities

• Build and maintain relationships with executive participants through inbound/outbound calls, inquiries, and proactive outreach.
• Coordinate participant meetings with Executive Planners and Benefits Planners.
• Handle account servicing and transaction requests; educate on plan benefits and options.
• Collaborate with internal specialists on complex participant needs while owning the participant experience.
• Maintain knowledge of executive benefits and supported plans; identify planning opportunities.
• Support planners with financial planning activities, meeting coordination, participant servicing, and admin tasks.
• Maintain accurate participant records in CRM and recordkeeping systems.
• Document interactions and follow-up activities; identify planning opportunities.
• Partner with teams to deliver a coordinated white-glove participant experience.

Skills

Client relationship

Customer service

Communication skills

Financial planning knowledge

Research skills

Team collaboration

CRM experience

Executive benefits

Education

Bachelor's degree in Finance/ Economics/ Business

FINRA Series 7 registration

NASAA Series 63 registration

FINRA Fingerprinting

Tools

CRM platforms

Recordkeeping platforms

Job description

Empower Retirement seeks a Benefits Consultant to support executive clients with account servicing, planning opportunities, and a white-glove experience. You will work with Executive Planners and Benefits Planners to coordinate meetings and help deliver premium retirement planning services.

The role emphasizes strong client relationships, advanced knowledge of executive benefits, and collaboration across internal teams. A solid financial planning background is essential.