Remote Retirement Planning Consultant

Energy Jobline ZR; Kansas City (MO); À distance; USD 58 000 - 80 000; Plein temps

Avantages offerts par ce poste

Medical insurance

Dental insurance

Vision insurance

401(k) plan with company match

Tuition reimbursement

Paid time off

Résumé du poste

Empower Personal Wealth is seeking a Workplace Planning Consultant to guide customers through retirement choices, including 401(k) plans and IRAs. You will deliver over-the-phone consulting and support during key life moments, helping customers align their savings goals with the right accounts.

New consultants can advance to Senior Workplace Planning Consultant, with a compensation structure that includes base pay plus bonus tied to performance metrics.

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.
• Current FINRA licenses and/or ability to successfully obtain FINRA 7, 63 & 65 (or 66) registrations 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.

Responsabilités

• 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.

Connaissances

Motivated self-starter

Customer service

Relationship management

Problem solving

Fast learner

Formation

Bachelor's degree or equivalent

Outils

Salesforce

Microsoft Office

Description du poste

Empower Personal Wealth is seeking a Workplace Planning Consultant to guide customers through retirement choices, including 401(k) plans and IRAs. You will deliver over-the-phone consulting and support during key life moments, helping customers align their savings goals with the right accounts.

New consultants can advance to Senior Workplace Planning Consultant, with a compensation structure that includes base pay plus bonus tied to performance metrics.