Senior Remote Retirement Planning Consultant

Empower Careers; Knoxville (TN); Remote; EUR 57,000 - 81,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Tuition reimbursement

Paid time off

Job summary

Empower Careers seeks a Senior Workplace Planning Consultant to provide retirement and financial wellness guidance within employer-sponsored plans. You will guide participants through managed solutions, educate on distribution options, and deepen relationships through proactive, personalized engagements that support overall financial well-being.

The role emphasizes relationship-building, strong planning acumen, and a self-starter attitude in a fast-paced environment with inbound/outbound calls

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
• 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

Financial services experience

Sales experience

IRAs knowledge

Windows & Microsoft Office

Salesforce familiarity

Multitasking under pressure

Education

Bachelor's degree or equivalent

Tools

Salesforce

Windows OS & Office

Job description

Empower Careers seeks a Senior Workplace Planning Consultant to provide retirement and financial wellness guidance within employer-sponsored plans. You will guide participants through managed solutions, educate on distribution options, and deepen relationships through proactive, personalized engagements that support overall financial well-being.

The role emphasizes relationship-building, strong planning acumen, and a self-starter attitude in a fast-paced environment with inbound/outbound calls