Senior Retirement & Financial Wellness Consultant

Empower Careers; Golden (CO); Presencial; USD 69 000 - 97 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical, dental, vision and life

401(k) matching up to 6%

Tuition reimbursement

Paid time off and holidays

Volunteer time

Resumo da oferta

Empower Careers is seeking a Senior Workplace Planning Consultant in Golden, CO to deliver comprehensive retirement advice within employer-sponsored plans. You will guide participants, educate on distribution options, and build relationships through proactive engagements to support financial wellbeing.

The role requires a self-starter with strong organizational skills, a background in financial services, and the ability to manage multiple priorities in a fast-paced environment.

Qualificações

• Bachelor's degree or equivalent combination of education and work experience.

Responsabilidades

• 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

Conhecimentos

Sales experience

IRAs & retirement plans

Microsoft Office

Salesforce

FINRA 7/66 or 63/65

Customer service

Formação académica

Bachelor's degree or equivalent

Ferramentas

Windows OS

Descrição da oferta de emprego

Empower Careers is seeking a Senior Workplace Planning Consultant in Golden, CO to deliver comprehensive retirement advice within employer-sponsored plans. You will guide participants, educate on distribution options, and build relationships through proactive engagements to support financial wellbeing.

The role requires a self-starter with strong organizational skills, a background in financial services, and the ability to manage multiple priorities in a fast-paced environment.