Senior Remote Retirement Planning Consultant

Empower Careers; Corpus Christi (TX); Remote; USD 65,000 - 93,000; Full time

Benefits offered by this job

Medical insurance

Dental & Vision

401(k) with matching

Tuition reimbursement

Paid time off

Volunteer time off

Parental leave

BRGs

Job summary

Empower Careers is seeking a Senior Workplace Planning Consultant to deliver retirement and financial wellness guidance to participants in employer-sponsored plans. You will guide clients through managed accounts, educate on distributions, and build trusted relationships with a focus on long-term financial well‑being.

The role requires a self-starter with strong organizational skills, a positive, ambitious attitude, and comfort in a fast-paced environment.

Qualifications

• Bachelor's degree or an 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
• Good working knowledge of Windows, Microsoft Office Software (Word, Excel, PowerPoint, Excel, etc.) and various file manipulation skills on a PC
• Ability to quickly learn Empower's record keeping system, Salesforce software
• FINRA 7 & 66 (or 63 & 65) registrations required
• FINRA fingerprinting upon hire

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

Financial services

FINRA 7 & 66

Salesforce

Microsoft Office

IRA knowledge

Customer service

Education

Bachelor’s degree

Tools

Salesforce

Microsoft Office

Job description

Empower Careers is seeking a Senior Workplace Planning Consultant to deliver retirement and financial wellness guidance to participants in employer-sponsored plans. You will guide clients through managed accounts, educate on distributions, and build trusted relationships with a focus on long-term financial well‑being.

The role requires a self-starter with strong organizational skills, a positive, ambitious attitude, and comfort in a fast-paced environment.