Senior Retirement Planning Advisor — Remote

Energy Jobline ZR; Concord (CA); Remote; USD 65,000 - 93,000; Full time

Benefits offered by this job

Medical, dental, vision, and life

401(k) with company match up to 6%

Tuition reimbursement

Casual dress code

Paid time off and holidays

Volunteer time

Parental leave

Job summary

Empower is seeking a Senior Workplace Planning Consultant to provide retirement and financial wellness guidance for participants in employer-sponsored plans. You will educate, engage, and guide customers through managed accounts and distribution options to support long-term financial well-being.

The role involves inbound/outbound calls, sales and service goals, and a flexible, remote-friendly environment. Requires FINRA registrations and a bachelor’s degree with 2+ years in financial services.

Qualifications

• Bachelor’s degree or an equivalent combination of education and professional work experience

Responsibilities

• 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

Skills

Sales experience

Retirement planning

IRAs knowledge

Record keeping systems

Salesforce

FINRA 7/66 or 63/65

Fingerprinting upon hire

Education

Bachelor’s degree or equivalent

Tools

Salesforce

Windows / MS Office

Job description

Empower is seeking a Senior Workplace Planning Consultant to provide retirement and financial wellness guidance for participants in employer-sponsored plans. You will educate, engage, and guide customers through managed accounts and distribution options to support long-term financial well-being.

The role involves inbound/outbound calls, sales and service goals, and a flexible, remote-friendly environment. Requires FINRA registrations and a bachelor’s degree with 2+ years in financial services.