Senior Retirement Strategy Consultant

Empower Careers; Golden (CO); Presencial; USD 69.000 - 97.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, dental, vision and life保险

401(k) with company match

Tuition reimbursement

Paid time off + holidays

Volunteer time

Descripción de la vacante

Empower Careers in Golden, CO is seeking a Senior Workplace Planning Consultant to deliver retirement and financial wellness guidance to participants in employer‑sponsored plans. You will guide them through decision points that affect long‑term financial success and deepen relationships through proactive, personalized engagements.

The role requires a self‑starter with strong planning acumen, the ability to handle inbound and outbound calls, and a history of meeting monthly and annual sales and

Formación

• 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.

Responsabilidades

• 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.
• 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.

Conocimientos

Sales experience

Financial services

IRAs knowledge

Windows/MS Office

Salesforce

Communication

Educación

Bachelor's degree

Herramientas

Salesforce

Descripción del empleo

Empower Careers in Golden, CO is seeking a Senior Workplace Planning Consultant to deliver retirement and financial wellness guidance to participants in employer‑sponsored plans. You will guide them through decision points that affect long‑term financial success and deepen relationships through proactive, personalized engagements.

The role requires a self‑starter with strong planning acumen, the ability to handle inbound and outbound calls, and a history of meeting monthly and annual sales and