Senior Retirement Planning Consultant

Empower Careers; Denver (CO); On-site; USD 69,000 - 97,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) match

Tuition reimbursement

Paid time off

Volunteer time off

BRGs

Job summary

Empower Careers is seeking a Senior Workplace Planning Consultant to deliver retirement and financial wellness advice within employer-sponsored plans. You will guide participants through decision points, manage accounts, and grow relationships through personalized engagements focused on long-term financial well-being.

The role requires a proactive self-starter with strong organizational skills, capable of handling fast-paced environments and both inbound and outbound calls.

Qualifications

• 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.
• FINRA 7 & 66 (or 63 & 65) registrations required
• FINRA fingerprinting upon hire

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

Financial services know-how

IRAs understanding

Windows Office

Salesforce

FINRA licenses

FINRA fingerprinting

Communication skills

Education

Bachelor's degree

Tools

Salesforce

Job description

Empower Careers is seeking a Senior Workplace Planning Consultant to deliver retirement and financial wellness advice within employer-sponsored plans. You will guide participants through decision points, manage accounts, and grow relationships through personalized engagements focused on long-term financial well-being.

The role requires a proactive self-starter with strong organizational skills, capable of handling fast-paced environments and both inbound and outbound calls.