Remote Executive Benefits Specialist

Empower Retirement, LLC; Overland Park (KS); Hybrid; USD 66,000 - 93,000; Full time

Benefits offered by this job

Medical, dental, vision, and life ins.

401(k) retirement with company match

Tuition reimbursement

Job summary

Empower Retirement, LLC is seeking a Benefits Consultant in the United States to support executives with account servicing and high-level financial planning. You will interact directly with Executive Planners and Benefits Planners to deliver a white-glove experience for participants.

You will build relationships with highly compensated executives, coordinate meetings, and educate clients on executive plan benefits, while ensuring accurate documentation and compliance across systems.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or related field.
• Minimum of 3 years of experience in financial planning or wealth management.
• FINRA Series 7 registration, NASAA Series 63 registration, and FINRA fingerprinting.
• Knowledge of financial wellness and investment management strategies.
• Strong client relationship management and customer service, including with high-net-worth or executive clients.
• Ability to research and resolve account servicing and transaction inquiries with internal partners.
• Strong verbal and written communication, organizational, problem-solving, and follow-through skills.
• Knowledge of executive benefit plans, retirement plans, or executive compensation arrangements.

Responsibilities

• Build and maintain strong, long-term relationships with highly compensated executive participants; manage inbound calls and inquiries and coordinate proactive outreach.
• Coordinate participant meetings with Executive Planners and Benefits Planners to identify opportunities for broader financial planning discussions.
• Handle account servicing and transaction requests; educate participants on executive plan benefits and options; research and resolve inquiries.
• Coordinate with internal specialists on complex participant needs while owning the participant experience through resolution.
• Maintain knowledge of executive benefits and supported plans to respond to inquiries and identify planning opportunities.
• Support Executive Planners and Benefits Planners with financial planning activities and administrative support.
• Maintain accurate participant records in compliance with company policies and applicable requirements.
• Document interactions, service requests, follow-ups, and planning opportunities in CRM/recordkeeping systems.
• Partner with teams to deliver a coordinated, high-quality participant experience.

Skills

Client relationship management

Executive client service

Communication skills

Research and problem solving

Education

Bachelor's degree in Finance, Economics, Business Administration, or related field

Tools

CRM platforms

Participant recordkeeping platforms

Financial planning tools

Job description

Empower Retirement, LLC is seeking a Benefits Consultant in the United States to support executives with account servicing and high-level financial planning. You will interact directly with Executive Planners and Benefits Planners to deliver a white-glove experience for participants.

You will build relationships with highly compensated executives, coordinate meetings, and educate clients on executive plan benefits, while ensuring accurate documentation and compliance across systems.