Senior Retirement & Wellness Consultant – Remote-Eligible

Empower Careers; Aurora (CO); Sur place; USD 69 000 - 97 000; Plein temps

Avantages offerts par ce poste

Medical insurance

401(k) with match

Tuition reimbursement

Résumé du poste

Empower in the United States (Colorado) seeks a Senior Workplace Planning Consultant to deliver retirement and financial wellness guidance, guiding participants toward informed decisions in managed accounts and plan options. You will build relationships, educate clients, and meet sales and service goals in a fast-paced environment.

The role requires FINRA licensing, strong organizational skills, and the ability to handle inbound/outbound calls while supporting overall financial well-being.

Qualifications

• Bachelor's degree or an 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

Responsabilités

• 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.
• 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

Connaissances

Sales experience

Financial services

Customer service

Windows Office

Formation

Bachelor's degree

Outils

Salesforce

Microsoft Office

Description du poste

Empower in the United States (Colorado) seeks a Senior Workplace Planning Consultant to deliver retirement and financial wellness guidance, guiding participants toward informed decisions in managed accounts and plan options. You will build relationships, educate clients, and meet sales and service goals in a fast-paced environment.

The role requires FINRA licensing, strong organizational skills, and the ability to handle inbound/outbound calls while supporting overall financial well-being.