Remote Retirement Planning Consultant

Energy Jobline ZR; Greensboro (NC); Remote; USD 58,000 - 80,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Job summary

Empower Personal Wealth seeks a remote Workplace Planning Consultant to support customers at key life moments, guiding retirement accounts like 401(k) and IRAs and deepening relationships with Empower’s offerings.

You will have a bachelor’s degree, 1 year of relevant experience, and FINRA license eligibility, plus strong MS Office and Salesforce skills. Base pay includes bonus with strong earning potential; remote nationwide.

Qualifications

• Bachelor's degree or equivalent combination of education and work experience.
• Minimum of 1 year experience in performance/goal-oriented roles, ideally in asset growth and retention.
• Current FINRA licenses and/or ability to obtain FINRA 7, 63 & 65 (or 66) registrations within corporate timelines and complete fingerprinting on hire.
• Motivated, self-starter with the ability to learn quickly and independently.
• Demonstrated relationship management and customer service skills.
• Problem-solving skills and ability to engage with customers and offer solutions.

Responsibilities

• Provide over the phone guidance at key life moments to customers regarding their employer-sponsored retirement account.
• Discuss account options, such as 401K and IRAs, to align to retirement goals.
• Educate customers on retirement plan information and compare options to support savings goals.
• Focus on deepening customer relationships with Empower.

Skills

Customer service

Relationship management

Problem-solving

Phone-based consultation

Microsoft Excel

SalesForce

IRA knowledge

Education

Bachelor's degree

Tools

SalesForce

Microsoft Excel

Job description

Empower Personal Wealth seeks a remote Workplace Planning Consultant to support customers at key life moments, guiding retirement accounts like 401(k) and IRAs and deepening relationships with Empower’s offerings.

You will have a bachelor’s degree, 1 year of relevant experience, and FINRA license eligibility, plus strong MS Office and Salesforce skills. Base pay includes bonus with strong earning potential; remote nationwide.