Workplace Planning Consultant (Remote Eligible) in High Point

Energy Jobline ZR; High Point (NC); Remote; USD 33,000 - 76,000; Full time

Benefits offered by this job

Medical, dental, vision, and life

401(k) plan with company match

Tuition reimbursement

Casual work environment

Generous paid time off

Volunteer time

Leave of absence programs

BRGs

Job summary

Energy Jobline ZR is seeking a Workplace Planning Consultant to provide over-the-phone guidance on employer-sponsored retirement accounts. You will discuss 401K and IRA options, educate customers on plan specifics, and help align savings goals while deepening relationships within Empower.

This role offers base salary plus bonus with opportunities for advancement to Senior Workplace Planning Consultant, plus a comprehensive benefits package. Remote-friendly with nationwide eligibility.

Qualifications

• Must have a Bachelor's degree or equivalent experience.
• Minimum 1 year in performance/goal-oriented roles.
• IAR registration via Series 65 or equivalent; FINRA fingerprinting on hire.
• Strong relationship management and customer service abilities.
• Ability to learn new information quickly and independently.

Responsibilities

• Provide over the phone guidance at key life moments for retirement accounts.
• Discuss options like 401K and IRAs aligned to goals.
• Educate customers on retirement plan information and comparisons.
• Focus on deepening customer relationships with Empower.

Skills

1 year experience

Relationship management

Customer service skills

Problem solving

Independent learner

Microsoft Office

Communication skills

Education

Bachelor's degree or equivalent

Tools

SalesForce

Microsoft Office Suite

Job description

Job Description

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

This role is eligible for a $5,000 sign on bonus for candidates who are already fully licensed! Sign-on bonus eligibility applies to candidates who apply on or before December 31st.

6:00 am to 7:00 pm MT are our operating hours, and shifts are assigned based on business need.

As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth consultation team, providing support to our customers at key life moments. Our Workplace Planning Consultants provide guidance on available account options for our customers’ retirement savings goals, such as 401K and IRA products.

At Empower, we believe in owning your career. New Consultants will have the opportunity to promote to a Senior Workplace Planning Consultant, increasing your overall income potential. The compensation package includes a base salary plus bonus, creating the opportunity to earn a generous paycheck. The bonus compensation component will be variable and tied to specific metric-related goals set by Empower.

What you will do:

• Provide over the phone guidance at key life moments to our customer, such as starting or ending employment regarding their employer-sponsored retirement account
• Discuss available account options, such as 401K and IRAs, to align to customer’s retirement savings goals
• Educate our customers on information specific to their retirement plan, comparing options to best support their savings goals
• Focus on deepening customer’s relationship with Empower

What you will bring:

• Bachelor's degree or an equivalent combination of education and professional work experience
• Minimum of 1 year experience in performance/goal-oriented roles, ideally in asset growth and retention
• Investment Adviser Representative (IAR) registration required through the Series 65 or another qualifying examination or professional designation within corporate-established timelines and complete FINRA fingerprinting upon hire
• Motivated, self-starter with the ability to learn new information quickly and independently
• Demonstrated relationship management and customer service skills
• Problem-solving skills and ability to engage with customers, ask questions, share thoughts, and offer solutions

What will set you apart:

• Previous experience with inbound and/or phone-based consultation
• Proficiency with Microsoft Suite of Products (Word, Excel, PowerPoint, Excel, etc.)
• Ability to quickly learn new systems and prior experience with SalesForce a plus
• Good understanding of IRAs, retirement investment products/services and the qualified retirement plan environment
• A growth mindset to meet company and team goals

This position can be done remotely.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short- and long-term , and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) – BRGs facilitate and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

Base Salary Range

$55,300.00 - $76,075.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer Drug-free workplace

We are an equal opportunity employer with a commitment to . All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to (40 and over), , , , ancestry, , , , , expression, marital status, , , physical or mental , military or veteran status, genetic information, or any other status protected by applicable state or local law.

For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.

Workplace Flexibility: Remote - Nationwide