Senior Retirement Planning Consultant (Remote)

Empower; United States; Hybrid; USD 66,000 - 93,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) with company match

Tuition reimbursement

Paid time off

Volunteer time off

BRGs

Job summary

Empower is seeking a Senior Workplace Planning Consultant to deliver retirement and financial wellness guidance within employer-sponsored plans and to guide participants through key decision points that influence their long-term financial success.

In this role you will build relationships, provide personalized education, and deepen engagement through proactive outreach while supporting overall financial well-being.

Qualifications

• Bachelor's degree or equivalent education and work experience.
• 2+ years 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, and various file manipulation skills on a PC; ability to learn Empower's record keeping system and Salesforce.
• Investment Adviser Representative (IAR) registration required through the Series 65 or another qualifying examination or professional designation.

Responsibilities

• Cultivate relationships with customers by delivering personalized service and respond to a variety of plan and policy-related questions.
• 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.
• Educate customers on distribution decisions and tax implications of retirement proceeds.
• Deliver optimal solutions to customers in every interaction.
• Collaborate with peers to problem solve and deliver results.
• Use innovative tools to find the best options for retirement planning needs.
• Meet monthly and annual sales and service goals.

Skills

Sales experience

Customer service

Strong communication

Planning & organizing

Self-motivated

Education

Bachelor's degree or equivalent combination

Tools

Microsoft Office

Salesforce

Record keeping system

Job description

Empower is seeking a Senior Workplace Planning Consultant to deliver retirement and financial wellness guidance within employer-sponsored plans and to guide participants through key decision points that influence their long-term financial success.

In this role you will build relationships, provide personalized education, and deepen engagement through proactive outreach while supporting overall financial well-being.