Workplace Planning Consultant

Summary

Empower is a financial services company focused on helping customers achieve financial freedom. The Workplace Planning Consultant provides phone-based guidance on employer-sponsored retirement accounts, explains 401(k) and IRA options, educates customers about retirement plans, and strengthens customer relationships.

Responsibilities

• 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

Skills

• • 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
• • Current FINRA licenses and/or ability to successfully obtain FINRA 7, 63 & 65 (or 66) registrations 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
• Applicants must be authorized to work for any employer in the U.S
• 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
• • 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

Qualifications

Must Haves

• • 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
• • Current FINRA licenses and/or ability to successfully obtain FINRA 7, 63 & 65 (or 66) registrations 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
• Applicants must be authorized to work for any employer in the U.S
• 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

Nice to Haves

• • 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

Benefits

• Flexible work environment and fluid career paths
• Internal mobility opportunities
• Remote work option
• Medical, dental, vision and life insurance
• 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 disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs), open to all
• Other necessary computer equipment will be provided