Senior Retirement & Financial Wellness Consultant

Empower; Kansas; Sur place; USD 66 000 - 93 000; Plein temps

Avantages offerts par ce poste

Health insurance

401(k) with company match

Tuition reimbursement

Paid time off

Volunteer time off

Casual dress

Résumé du poste

Empower in Kansas is seeking a Senior Workplace Planning Consultant to provide retirement and financial wellness guidance within employer-sponsored plans. You will educate participants, guide decisions on managed accounts, and deepen relationships through proactive client engagements.

The role combines strong planning acumen with outbound and inbound calls, demanding upbeat, ambitious self-starters who thrive in a fast-paced environment and adhere to regulatory requirements.

Qualifications

• Bachelor's degree or equivalent combination of education and professional work experience.
• IAR registration (Series 65 or other qualifying examination) required.
• Strong planning and organizational skills in fast-paced environments.
• Familiarity with retirement products and advisor environments.

Responsabilités

• Deliver comprehensive retirement and financial wellness advice to participants in employer-sponsored plans.
• Guide participants through decision points influencing long-term financial success.
• Handle inbound and outbound calls with clear, proactive follow-through.
• Meet monthly and annual sales and service goals.
• Use tools to educate customers on distribution options and plan features.

Connaissances

Strong consulting skills

Sales experience

Excellent communication skills

Self-starter

Formation

Bachelor's degree or equivalent

IAR registration (Series 65 or equivalent)

Outils

Windows

Microsoft Office

Salesforce

Description du poste

Empower in Kansas is seeking a Senior Workplace Planning Consultant to provide retirement and financial wellness guidance within employer-sponsored plans. You will educate participants, guide decisions on managed accounts, and deepen relationships through proactive client engagements.

The role combines strong planning acumen with outbound and inbound calls, demanding upbeat, ambitious self-starters who thrive in a fast-paced environment and adhere to regulatory requirements.