Remote Retirement Plan Consultant

Hispanic Alliance for Career Enhancement; United States; Remote; USD 55,300 - 76,075; Full time

Benefits offered by this job

Medical, dental, vision insurance

Generous paid time off

Tuition reimbursement

Paid volunteer time

Job summary

Hispanic Alliance for Career Enhancement is looking for a Workplace Planning Consultant to join their Empower Personal Wealth team. This role involves providing support to customers at key life moments, like retirement account decisions. The position offers a base salary plus bonus potential, with a $5,000 sign-on bonus available for qualifying candidates. Remote work is an option, and the company fosters an inclusive environment with ample benefits, including medical, retirement savings, and paid volunteer hours.

Qualifications

• Minimum of 1 year experience in performance/goal-oriented roles, ideally in asset growth and retention.
• Current FINRA licenses or ability to obtain within corporate-established timelines.

Responsibilities

• Provide guidance over the phone at key life moments regarding employer-sponsored retirement accounts.
• Discuss available account options to align with customers' retirement savings goals.
• Educate customers on specific retirement plan information.

Skills

Customer service skills

Relationship management

Problem-solving skills

Motivated self-starter

Education

Bachelor's degree or equivalent

Tools

Microsoft Suite

SalesForce

Job description

Hispanic Alliance for Career Enhancement is looking for a Workplace Planning Consultant to join their Empower Personal Wealth team. This role involves providing support to customers at key life moments, like retirement account decisions. The position offers a base salary plus bonus potential, with a $5,000 sign-on bonus available for qualifying candidates. Remote work is an option, and the company fosters an inclusive environment with ample benefits, including medical, retirement savings, and paid volunteer hours.