Senior Workplace Planning Consultant

Swipejobs; Englewood (CO); Remote; USD 66.000 - 93.000; Vollzeit

Zusammenfassung

Swipejobs is seeking a Senior Workplace Planning Consultant to deliver personalized retirement planning guidance and financial wellness education to participants in employer-sponsored plans. You will interact with customers, helping them navigate retirement decisions, understand options, and align strategies with their goals.

The role requires a bachelor’s degree, 2+ years in financial services, and FINRA registrations.

Qualifikationen

• Bachelor's degree or equivalent combination of education and professional experience.
• 2+ years of experience in financial services, retirement planning, wealth management, or an advisory environment.
• Demonstrated success in a sales or consultative environment.
• Strong understanding of IRAs, retirement investment products/services, and qualified retirement plans.
• Excellent communication, listening, and relationship-building skills.
• Ability to manage multiple priorities and remain effective in a fast-paced environment.
• Working knowledge of Windows and Microsoft Office, including Word, Excel, and PowerPoint.
• FINRA Series 7 and 66 (or Series 63 and 65) registrations required.

Aufgaben

• Build and strengthen customer relationships through personalized, consultative service.
• Respond to retirement plan, policy, and account-related questions with empathy, professionalism, and accuracy.
• Educate customers on retirement distribution, rollover, IRA, and plan-specific options.
• Help customers understand the potential advantages of remaining invested in an employer-sponsored retirement plan or utilizing an IRA versus taking retirement assets as cash, including applicable tax considerations.
• Guide participants toward solutions that support their retirement and financial wellness goals.
• Provide education and guidance designed to help retain retirement assets.
• Conduct both inbound and outbound customer interactions and proactively follow up on customer needs.
• Partner with colleagues across the organization to resolve issues and deliver effective solutions.
• Leverage technology, tools, and resources to identify appropriate retirement-planning strategies.
• Meet established monthly and annual sales and service objectives.

Kenntnisse

Sales experience

Consultative selling

Communication skills

Relationship-building

Problem-solving

Time management

Ausbildung

Bachelor's degree or equivalent

Tools

Microsoft Office

CRM systems

Jobbeschreibung

Job Description

Senior Workplace Planning Consultant

Direct Hire Opportunity | Full-Time | Exempt

Salary: $65,600 - $92,675 base + potential incentives/bonus - Salary varies depending on location

Schedule: Shifts scheduled between 6:00 AM and 7:00 PM MT based on business needs

About The Opportunity

Are you passionate about helping people build a stronger financial future?

We are seeking a Senior Workplace Planning Consultants for a direct-hire opportunity to provide personalized retirement planning guidance and financial wellness education to participants in employer-sponsored retirement plans.

In this role, you'll work directly with customers to help them navigate important retirement decisions, understand their options, and develop strategies aligned with their financial goals. You'll build meaningful relationships through both inbound and outbound interactions while providing a high level of service, education, and consultative support.

This is an excellent opportunity for a motivated financial services professional who enjoys a fast-paced, goal-oriented environment and takes pride in helping customers make informed financial decisions.

What You'll Do

• Build and strengthen customer relationships through personalized, consultative service.
• Respond to retirement plan, policy, and account-related questions with empathy, professionalism, and accuracy.
• Educate customers on retirement distribution, rollover, IRA, and plan-specific options.
• Help customers understand the potential advantages of remaining invested in an employer-sponsored retirement plan or utilizing an IRA versus taking retirement assets as cash, including applicable tax considerations.
• Guide participants toward solutions that support their retirement and financial wellness goals.
• Provide education and guidance designed to help retain retirement assets.
• Conduct both inbound and outbound customer interactions and proactively follow up on customer needs.
• Partner with colleagues across the organization to resolve issues and deliver effective solutions.
• Leverage technology, tools, and resources to identify appropriate retirement-planning strategies.
• Meet established monthly and annual sales and service objectives.

What We're Looking For

• Bachelor's degree or equivalent combination of education and professional experience.
• 2+ years of experience in financial services, retirement planning, wealth management, or an advisory environment.
• Demonstrated success in a sales or consultative environment.
• Strong understanding of IRAs, retirement investment products/services, and qualified retirement plans.
• Excellent communication, listening, and relationship-building skills.
• Ability to manage multiple priorities and remain effective in a fast-paced environment.
• Strong problem-solving skills and the ability to work effectively with customers and internal partners.
• Working knowledge of Windows and Microsoft Office, including Word, Excel, and PowerPoint.
• Ability to quickly learn new recordkeeping and customer relationship management systems.
• FINRA Series 7 and 66 (or Series 63 and 65) registrations required.
• FINRA fingerprinting required upon hire.

What Will Set You Apart

• Strong consulting and financial planning skills.
• A proactive, self-motivated approach to learning and problem solving.
• Strong written, verbal, and presentation skills.
• Competitive, ambitious, and goal-oriented mindset.
• Genuine interest in helping people achieve their retirement goals.
• Ability to thrive in a high-volume, customer-focused environment.

Compensation and Schedule

The base salary range for this position is $65,600 - $92,675, depending on factors such as geographic location, experience, education, licensing, and skill level.

This is a sales-eligible position and may include sales incentives and/or bonus opportunities. Total compensation may exceed the base salary range based on individual performance.

The role is exempt and is not eligible for overtime pay. Work schedules are assigned based on business needs, with operating hours between 6:00 AM and 7:00 PM Mountain Time. Specific hours worked may vary based on the assigned schedule and business needs.

For remote employees, reliable high-speed internet with a wired connection and an appropriate home workspace are required. Internet service must be provided through fiber, cable, or DSL. Necessary computer equipment will be provided.

Important Notes

• All interviews for this role will be conducted on camera with both Swipejobs and the client and will be recorded for future reference.
• We are unable to sponsor applicants requiring employment authorization or visas for positions currently available. Only candidates who already possess the legal right to work in the United States will be considered.
• California residents will not be considered for this opportunity.

$65600.00 - $92675.00 / hr

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