Senior Retirement & Financial Wellness Consultant

Empower LLC; United States; Hybride; USD 66 000 - 93 000; Plein temps

Résumé du poste

Empower LLC is seeking a Senior Workplace Planning Consultant to provide retirement and financial wellness guidance within employer-sponsored plans. You will guide participants through key decision points, support managed accounts, and deepen client relationships with proactive engagements that enhance long-term financial well-being.

The role demands a self-starter with strong organizational skills, able to handle inbound and outbound calls, and meet monthly and annual sales/service goals.

Qualifications

• Bachelor's degree or an equivalent combination of education and work experience.
• 2+ years in financial services, retirement planning, or advisory environments.
• Demonstrated success in sales.
• Good understanding of IRAs and retirement plan products/services.
• Strong ability to manage multiple priorities in a fast-paced environment.
• Proficient with Windows and Microsoft Office; basic file manipulation.
• Ability to learn Empower's record keeping system and Salesforce.
• IAR registration via Series 65 or equivalent.
• FINRA fingerprinting upon hire.

Responsabilités

• Develop relationships with customers by delivering personalized retirement planning guidance.
• Communicate policies clearly and accurately to customers.
• Guide participants through distribution options and retirement plan choices.
• Educate customers on tax implications of distributions and accounts.
• Meet monthly and annual sales and service goals.
• Collaborate with peers to solve problems and deliver results.
• Utilize tools to identify optimal retirement planning solutions for clients.

Connaissances

Strong consulting skills

Motivated self-starter

Strong written, verbal and present.?n

Formation

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

Investment Adviser Representative (IAR) registration via Series 65 or equivalent

Outils

Windows

Microsoft Office (Word, Excel, PowerPoint)

Salesforce

Description du poste

Empower LLC is seeking a Senior Workplace Planning Consultant to provide retirement and financial wellness guidance within employer-sponsored plans. You will guide participants through key decision points, support managed accounts, and deepen client relationships with proactive engagements that enhance long-term financial well-being.

The role demands a self-starter with strong organizational skills, able to handle inbound and outbound calls, and meet monthly and annual sales/service goals.