Remote Retirement Planning Consultant

Energy Jobline ZR; Atlanta (GA); Remote; USD 55,000 - 76,000; Full time

Benefits offered by this job

Medical, dental, vision and life ins.

401(k) with company match

Tuition reimbursement

Paid time off

Volunteer time

Parental leave and BRGs

Job summary

Energy Jobline ZR seeks a Workplace Planning Consultant for Empower Personal Wealth, offering guidance on retirement accounts like 401(k) and IRA. Flexible remote work, with a clear path to senior roles and a salary plus bonus structure. Remote-ready, grounded in customer relationship growth and financial education.

The role emphasizes building trust with clients, understanding retirement goals, and promoting Empower services while leveraging MS Office and Salesforce for client management.

Qualifications

• Bachelor's degree or an equivalent combination of education and professional work experience.
• Minimum of 1 year experience in performance/goal-oriented roles, ideally in asset growth and retention.
• Investment Adviser Representative (IAR) registration required through the Series 65 or another qualifying examination or professional designation within corporate-established timelines and complete FINRA fingerprinting upon hire.
• Motivated, self-starter with the ability to learn new information quickly and independently.
• Demonstrated relationship management and customer service skills.
• Problem-solving skills and ability to engage with customers, ask questions, share thoughts, and offer solutions.

Responsibilities

• Provide over the phone guidance at key life moments to our customer, such as starting or ending employment regarding their employer-sponsored retirement account.
• Discuss available account options, such as 401K and IRAs, to align to customer’s retirement savings goals.
• Educate our customers on information specific to their retirement plan, comparing options to best support their savings goals.
• Focus on deepening customer’s relationship with Empower.

Skills

Customer service

Relationship management

Problem solving

Self-motivated

Microsoft Office

SalesForce

Education

Bachelor's degree or equivalent

Tools

Salesforce

Microsoft Office

Job description

Energy Jobline ZR seeks a Workplace Planning Consultant for Empower Personal Wealth, offering guidance on retirement accounts like 401(k) and IRA. Flexible remote work, with a clear path to senior roles and a salary plus bonus structure. Remote-ready, grounded in customer relationship growth and financial education.

The role emphasizes building trust with clients, understanding retirement goals, and promoting Empower services while leveraging MS Office and Salesforce for client management.