Senior Retirement Planning & Wellness Consultant

Empower Annuity Insurance Company of America; Greenwood Village (CO); Hybrid; USD 69,000 - 97,000; Full time

Benefits offered by this job

Medical, dental, vision and life保险

401(k) plan with generous companymatch

Tuition reimbursement

Paid time off and holidays

Volunteer time off

Casual business environment

Job summary

Empower Annuity Insurance Company of America is seeking a Senior Workplace Planning Consultant to provide retirement and financial wellness guidance within employer-sponsored plans. You will guide participants through decision points and educate them on managed accounts and distribution options.

The role demands a self-starter with strong organizational skills, a sales mindset, and the ability to thrive in a fast-paced environment.

Qualifications

• Bachelor's degree or equivalent combination of education and work experience.
• 2+ years in financial services, retirement planning, or advisory environments.
• Proven sales success and ability to manage multiple priorities.

Responsibilities

• Cultivate relationships by delivering personalized service and answering plan and policy questions.
• Explain policies clearly and concisely.
• Retain assets through education on plan options.
• Educate customers on distributions and tax implications.
• Meet monthly and annual sales and service goals.

Skills

Sales experience

Customer service

IRA awareness

Series 65 readiness

FINRA fingerprinting

Communication skills

Education

Bachelor's degree

Tools

Salesforce

Windows

Microsoft Office

Job description

Empower Annuity Insurance Company of America is seeking a Senior Workplace Planning Consultant to provide retirement and financial wellness guidance within employer-sponsored plans. You will guide participants through decision points and educate them on managed accounts and distribution options.

The role demands a self-starter with strong organizational skills, a sales mindset, and the ability to thrive in a fast-paced environment.