Senior Retirement & Financial Wellness Consultant
Fiber Broadband
A complete application in a minute
Tailored resume and cover letter, ready to send.
Benefits offered by this job
Job summary
Empower Retirement is seeking a Senior Workplace Planning Consultant to provide comprehensive retirement guidance and education to participants in employer plans. You will engage in proactive, personalized outreach, guide decisions on distributions, and deepen relationships through informed, compliant advice in a fast-paced environment.
The role requires a Bachelor’s degree and 2+ years in financial services or advisory roles, with demonstrated sales success.
Qualifications
- Bachelor's degree or equivalent education plus work experience in financial services.
- Experience in retirement planning or advisory environments is required.
- Proven sales success and ability to handle multiple priorities.
Responsibilities
- Deliver retirement and financial wellness guidance to participants.
- Guide participants through managed account solutions and education.
- Meet monthly and annual sales and service goals.
- Answer inbound and outbound calls with thorough follow-through.
- Explain policies and distributions clearly and accurately.
- Collaborate with peers to solve problems and achieve results.
- Use tools to identify optimal retirement planning options.
Skills
Education
Tools
Job description
Empower Retirement is seeking a Senior Workplace Planning Consultant to provide comprehensive retirement guidance and education to participants in employer plans. You will engage in proactive, personalized outreach, guide decisions on distributions, and deepen relationships through informed, compliant advice in a fast-paced environment.
The role requires a Bachelor’s degree and 2+ years in financial services or advisory roles, with demonstrated sales success.
'/%3e%3cpath%20d='M101.744%2012.4726L102.894%2016.1947L99.0021%2013.2201L101.744%2012.4726ZM105.3%208.40937H100.488L99.0026%203.59473L97.5116%208.41047L92.7%208.40385L96.5965%2011.3834L95.1055%2016.1942L99.0021%2013.2196L101.408%2011.3834L105.3%208.40992V8.40937Z'%20fill='white'/%3e%3cdefs%3e%3clinearGradient%20id='paint0_linear_5593_1381'%20x1='90'%20y1='9.44471'%20x2='99'%20y2='9.44471'%20gradientUnits='userSpaceOnUse'%3e%3cstop%20stop-color='%2300AD70'/%3e%3cstop%20offset='0.998594'%20stop-color='%2300B67A'/%3e%3cstop%20offset='1'%20stop-color='%23DCDCE6'/%3e%3c/linearGradient%3e%3c/defs%3e%3c/svg%3e){kind=small}
