Senior Retirement Planning Advisor (Hybrid)

Empower LLC; Greenwood Village (CO); Vor Ort; USD 69.000 - 97.000; Vollzeit

Benefits dieser Stelle

Medical benefits

401(k) retirement plan

Tuition reimbursement

Casual dress code

Generous PTO plus holidays

Volunteer time off

Parental leave & disability

BRGs

Zusammenfassung

Empower LLC is seeking a Senior Workplace Planning Consultant to deliver retirement and financial wellness guidance within employer-sponsored plans. You will guide participants through key decisions, leveraging managed accounts and proactive engagements to support long-term financial well-being.

The successful candidate enjoys helping customers achieve retirement goals, is a self-starter with excellent organization, and thrives in a fast-paced environment.

Qualifikationen

• Bachelor's degree or an equivalent combination of education and professional work experience.
• 2+ years of experience in financial services, retirement planning, or advisory environments.
• Demonstrated success in sales.
• Good understanding of IRAs, retirement investment products/services and the qualified retirement plan environment.
• Demonstrated experience managing multiple priorities and ability to handle stressful situations and people on a daily basis.
• Good working knowledge of Windows, Microsoft Office Software (Word, Excel, PowerPoint, Excel, etc.) and various file manipulation skills on a PC.
• Ability to quickly learn Empower's record keeping system, Salesforce software.
• Investment Adviser Representative (IAR) registration required through the Series 65 or another qualifying examination or professional designation.
• FINRA fingerprinting upon hire.

Aufgaben

• 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.

Kenntnisse

Sales experience

IRA knowledge

MS Office

Salesforce

IAR registration

FINRA fingerprinting

Multi-tasking

Communication skills

Ausbildung

Bachelor's degree or equivalent

Tools

Windows OS

Microsoft Excel

PowerPoint

Jobbeschreibung

Empower LLC is seeking a Senior Workplace Planning Consultant to deliver retirement and financial wellness guidance within employer-sponsored plans. You will guide participants through key decisions, leveraging managed accounts and proactive engagements to support long-term financial well-being.

The successful candidate enjoys helping customers achieve retirement goals, is a self-starter with excellent organization, and thrives in a fast-paced environment.