Senior Retirement Planning Consultant (Remote)

Empower Careers; Chicago (IL); Remote; USD 66,000 - 93,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) plan

Tuition reimbursement

Paid time off

Volunteer time

BRGs open to all

Job summary

Empower Careers in Chicago, IL is seeking a Senior Workplace Planning Consultant to deliver retirement and financial wellness guidance within employer-sponsored plans. You will guide participants through decision points, enhance relationships with proactive engagements, and support overall financial well-being.

The role demands strong planning acumen, self-motivation, and the ability to thrive in a fast-paced environment while handling inbound and outbound calls with excellent follow-through.

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

Financial services knowledge

Customer service

Communication skills

Microsoft Office

Salesforce

Education

Bachelor's degree or equivalent combination of education and professional work experience

FINRA 7 & 66 registrations

FINRA fingerprinting

Tools

Salesforce

Windows

Microsoft Office

Job description

Empower Careers in Chicago, IL is seeking a Senior Workplace Planning Consultant to deliver retirement and financial wellness guidance within employer-sponsored plans. You will guide participants through decision points, enhance relationships with proactive engagements, and support overall financial well-being.

The role demands strong planning acumen, self-motivation, and the ability to thrive in a fast-paced environment while handling inbound and outbound calls with excellent follow-through.