Senior Retirement & Financial Wellness Consultant

Empower Retirement, LLC; Overland Park (KS); Hybrid; USD 66,000 - 93,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) plan with generous match

Tuition reimbursement

Paid time off and holidays

Volunteer time

Flexible work environment

Job summary

Empower Retirement, LLC seeks a Senior Workplace Planning Consultant to provide retirement and financial wellness guidance to participants in employer-sponsored plans. You will guide them through investment options, distribution decisions, and plan features, delivering personalized education and building relationships.

With 2+ years in financial services and a strong sales record, you thrive in a fast-paced environment, demonstrate excellent communication, and are comfortable navigating tools

Qualifications

• Bachelor's degree or equivalent and 2+ years in financial services or advisory environments.
• Demonstrated success in sales and ability to manage multiple priorities.
• Good understanding of IRAs and retirement plan products.

Responsibilities

• Deliver retirement and financial wellness guidance to participants.
• Guide through managed accounts and distribution options.
• Build relationships through proactive, personalized engagements.
• Meet monthly and annual sales and service goals.

Skills

Sales experience

IRA knowledge

Client education

Strong communication

Sales targets

Problem solving

Education

Bachelor's degree or equivalent

Tools

Salesforce

Windows Office

Job description

Empower Retirement, LLC seeks a Senior Workplace Planning Consultant to provide retirement and financial wellness guidance to participants in employer-sponsored plans. You will guide them through investment options, distribution decisions, and plan features, delivering personalized education and building relationships.

With 2+ years in financial services and a strong sales record, you thrive in a fast-paced environment, demonstrate excellent communication, and are comfortable navigating tools