Senior Retirement Planning Consultant

Fiber Broadband; Aurora (CO); Sur place; USD 69 000 - 97 000; Plein temps

Avantages offerts par ce poste

Medical, dental, vision, and life

401(k) with company matching up to 6%

Tuition reimbursement

Paid time off and holidays

Volunteer time

BRGs

Dress code—business casual

Résumé du poste

Empower is seeking a Senior Workplace Planning Consultant to deliver retirement and financial wellness guidance to participants in employer-sponsored plans. You will guide customers through managed accounts, provide education, and build relationships through proactive outreach while maintaining strong planning acumen.

You will handle inbound and outbound calls, meet sales and service goals, and demonstrate a self-starter attitude in a fast-paced environment with strict regulatory requirements.

Qualifications

• Bachelor's degree or 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.)
• Ability to quickly learn Empower's record keeping system, Salesforce software
• FINRA 7 & 66 registrations required
• FINRA fingerprinting upon hire

Responsabilités

• 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

Connaissances

Sales experience

IRA knowledge

Retirement planning

Customer service

Windows & Office

Salesforce

FINRA 7&66

FINRA fingerprinting

Formation

Bachelor's degree or equivalent

Outils

Salesforce

Microsoft Office

Description du poste

Empower is seeking a Senior Workplace Planning Consultant to deliver retirement and financial wellness guidance to participants in employer-sponsored plans. You will guide customers through managed accounts, provide education, and build relationships through proactive outreach while maintaining strong planning acumen.

You will handle inbound and outbound calls, meet sales and service goals, and demonstrate a self-starter attitude in a fast-paced environment with strict regulatory requirements.