Remote Workplace Planning Consultant - 401(k) & IRA Guidance

Energy Jobline ZR; High Point (NC); Remote; USD 33,000 - 76,000; Full time

Benefits offered by this job

Medical, dental, vision, and life

401(k) plan with company match

Tuition reimbursement

Casual work environment

Generous paid time off

Volunteer time

Leave of absence programs

BRGs

Job summary

Energy Jobline ZR is seeking a Workplace Planning Consultant to provide over-the-phone guidance on employer-sponsored retirement accounts. You will discuss 401K and IRA options, educate customers on plan specifics, and help align savings goals while deepening relationships within Empower.

This role offers base salary plus bonus with opportunities for advancement to Senior Workplace Planning Consultant, plus a comprehensive benefits package. Remote-friendly with nationwide eligibility.

Qualifications

• Must have a Bachelor's degree or equivalent experience.
• Minimum 1 year in performance/goal-oriented roles.
• IAR registration via Series 65 or equivalent; FINRA fingerprinting on hire.
• Strong relationship management and customer service abilities.
• Ability to learn new information quickly and independently.

Responsibilities

• Provide over the phone guidance at key life moments for retirement accounts.
• Discuss options like 401K and IRAs aligned to goals.
• Educate customers on retirement plan information and comparisons.
• Focus on deepening customer relationships with Empower.

Skills

1 year experience

Relationship management

Customer service skills

Problem solving

Independent learner

Microsoft Office

Communication skills

Education

Bachelor's degree or equivalent

Tools

SalesForce

Microsoft Office Suite

Job description

Energy Jobline ZR is seeking a Workplace Planning Consultant to provide over-the-phone guidance on employer-sponsored retirement accounts. You will discuss 401K and IRA options, educate customers on plan specifics, and help align savings goals while deepening relationships within Empower.

This role offers base salary plus bonus with opportunities for advancement to Senior Workplace Planning Consultant, plus a comprehensive benefits package. Remote-friendly with nationwide eligibility.