Senior Retirement & Financial Wellness Consultant

Fiber Broadband; Broomfield (CO); Vor Ort; USD 69.000 - 97.000; Vollzeit

Benefits dieser Stelle

Medical, dental, vision and life ins.

401(k) with company matching

Tuition reimbursement

Casual dress code

Paid time off

Volunteer time off

Parental leave

Zusammenfassung

Empower, a leader in financial wellness, seeks a Senior Workplace Planning Consultant to deliver retirement advice and education within employer-sponsored plans. You will guide participants through managed accounts, educate on distribution options, and deepen relationships through proactive, personalized outreach.

The ideal candidate has 2+ years in financial services, strong sales, and expertise in IRAs. This role requires a self-starter with excellent organizational and communication skills in

Qualifikationen

• 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.
• 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

Aufgaben

• 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

Kenntnisse

Sales experience

Self-starter

Organizational skills

Consulting skills

Written and verbal communication

Ausbildung

Bachelor's degree or equivalent

Tools

Salesforce

Windows OS

Microsoft Office

Jobbeschreibung

Empower, a leader in financial wellness, seeks a Senior Workplace Planning Consultant to deliver retirement advice and education within employer-sponsored plans. You will guide participants through managed accounts, educate on distribution options, and deepen relationships through proactive, personalized outreach.

The ideal candidate has 2+ years in financial services, strong sales, and expertise in IRAs. This role requires a self-starter with excellent organizational and communication skills in