Remote Retirement Planning Consultant

Empower Careers; Arizona; Remote; USD 66,000 - 93,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Life insurance

401(k) with match

Tuition reimbursement

Paid time off

Holidays & floating holidays

Volunteer time off

BRGs

Job summary

Empower Careers is seeking a Senior Workplace Planning Consultant to deliver retirement and financial wellness guidance within employer-sponsored plans. You’ll guide participants through decision points and deepen relationships with proactive engagements.

You will handle inbound and outbound calls, meet sales and service goals, and collaborate with peers using innovative tools to find optimal retirement solutions. A fast-paced, customer-focused environment awaits.

Qualifications

• Bachelor's degree or equivalent education and professional work experience.
• 2+ years of experience in financial services, retirement planning, or advisory environments.
• Demonstrated success in sales.
• Good understanding of IRAs, retirement investment products/services and the qualified retirement plan environment.
• Demonstrated experience managing multiple priorities and ability to handle stressful situations and people on a daily basis.
• Good working knowledge of Windows, Microsoft Office Software (Word, Excel, PowerPoint, Excel, etc.) and various file manipulation skills on a PC.
• Ability to quickly learn Empower's record keeping system, Salesforce software.
• FINRA 7 & 66 registrations required (or 63 & 65).

Responsibilities

• Cultivate relationships with customers by delivering personalized service and respond to a variety of plan and policy-related questions by exhibiting listening, patience, empathy, authenticity, proactivity and perseverance
• Relay accurate information and provide clear and concise communication of policies and procedures
• Retain assets through education and guidance of available plan specific and general distribution options
• Engage in a dialogue to educate customers in making informed distribution decisions and the advantages of participation in a company sponsored retirement plan or an individual retirement account versus the tax implications of taking receipt of the proceeds from their retirement investments
• Deliver optimal solutions to customers in every interaction
• Engage with peers in the organization to problem solve and deliver results
• Use innovative tools and services to find the best options and strategies to help customers with their retirement-planning needs
• Meet monthly and annual sales and service goals

Skills

Sales experience

Consulting skills

Self-starter

Communication skills

Presentation skills

Education

Bachelor's degree

Tools

Salesforce

Windows

Microsoft Office

Job description

Empower Careers is seeking a Senior Workplace Planning Consultant to deliver retirement and financial wellness guidance within employer-sponsored plans. You’ll guide participants through decision points and deepen relationships with proactive engagements.

You will handle inbound and outbound calls, meet sales and service goals, and collaborate with peers using innovative tools to find optimal retirement solutions. A fast-paced, customer-focused environment awaits.