Remote Senior Retirement Planner – Financial Wellness

Empower Careers; West Palm Beach (FL); Remote; USD 66,000 - 93,000; Full time

Benefits offered by this job

Medical, dental, vision and life保险

401(k) with company match

Tuition reimbursement

Paid time off + holidays

Volunteer time

Flexible work arrangements

Job summary

Empower Careers seeks a Senior Workplace Planning Consultant to deliver retirement and financial wellness guidance to participants in employer-sponsored plans. This role emphasizes planning acumen, managed accounts, and proactive client engagement to support long-term financial well-being.

The successful candidate should enjoy helping clients reach retirement goals, be self-starting with strong organizational skills, and thrive in a fast-paced environment.

Qualifications

• Bachelor's degree or equivalent combination of 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.

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

Customer service

Financial services knowledge

Communication skills

Organizational skills

Self-motivated

Multi-tasking

MS Office

Education

Bachelor's degree or equivalent

Tools

Salesforce

Windows OS

Microsoft Office

Job description

Empower Careers seeks a Senior Workplace Planning Consultant to deliver retirement and financial wellness guidance to participants in employer-sponsored plans. This role emphasizes planning acumen, managed accounts, and proactive client engagement to support long-term financial well-being.

The successful candidate should enjoy helping clients reach retirement goals, be self-starting with strong organizational skills, and thrive in a fast-paced environment.