Senior Retirement Planning Consultant

Fiber Broadband; Golden (CO); On-site; USD 69,000 - 97,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) with company match

Tuition reimbursement

Casual dress

Paid time off + holidays

Volunteer time off

Job summary

Empower Retirement is seeking a Senior Workplace Planning Consultant to deliver comprehensive retirement and financial wellness guidance within employer-sponsored plans. You will guide participants through decision points, support managed accounts, and deepen relationships through proactive engagements that promote overall financial well-being.

The successful candidate enjoys helping customers reach retirement goals, is a self-starter with strong organization, and thrives in a fast-paced

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.) 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

IRA knowledge

MS Office

Salesforce

FINRA licenses

Prioritization

Communication

Stress management

Education

Bachelor's degree or equivalent

Tools

Salesforce

Microsoft Office

Job description

Empower Retirement is seeking a Senior Workplace Planning Consultant to deliver comprehensive retirement and financial wellness guidance within employer-sponsored plans. You will guide participants through decision points, support managed accounts, and deepen relationships through proactive engagements that promote overall financial well-being.

The successful candidate enjoys helping customers reach retirement goals, is a self-starter with strong organization, and thrives in a fast-paced