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.
The Retirement Consultant delivers personalized consultations detailing solutions best suited to the retirement planning needs of Empower customers. The Consultant utilizes detailed information on IRA and investment products and has a solid understanding of the qualified plan environment. The successful Consultant enjoys assisting customers achieve their retirement goals, is a self-starter with excellent organizational skills and has a competitive personality. Must be upbeat, ambitious, and enjoy a fast-paced environment. Responsibilities include both inbound and outbound calls and require outstanding follow-through with those they are assisting. Empower offers highly competitive benefits and total compensation packages with the opportunity for monthly incentive compensation.
What you will do
Work with active and terminated participants of employer-sponsored retirement plans to provide service, support recommendations on variety of needs including distribution and rollover options, consolidation, investment conversations, savings, and contributions strategiesCultivate relationships with customers by delivering personalized service and respond to a variety of plan and policy-related questions by exhibiting listening, patience, empathy, authenticity, proactivity, and perseverance with external and internal customersRelay accurate information and provide clear and concise communication of policies and proceduresManage inbound conversations, make outbound calls, handle service requests, research and resolve issues, develop and implement strategies to assist the customer with achieving their retirement goalsDeliver optimal solutions to customers in every interactionIdentify referral opportunities to partners who provide next step or in-depth complex solutions such as financial wellness, taxable investment strategies, or financial planningMeet monthly and annual asset growth and retention/service goalsWhat you will bring
Bachelor's degree or an equivalent combination of education and professional work experienceDemonstrated success in performance/goal-oriented roles, ideally in asset growth and retentionGood working knowledge of Windows, Microsoft Office Software (Word, Excel, PowerPoint, Excel, etc.) and various file manipulation skills on a PCDemonstrated experience managing multiple priorities and ability to handle stressful situations and people dailyStrong written, verbal, and presentation skillsFluent in EnglishAbility to work overnight hoursFINRA 7 & 63 registrations required within established timelinesFINRA fingerprinting required upon hireWhat will set you apart
Ability to quickly learn Empower's record keeping system and Salesforce softwareSolid consulting skillsMotivated, self-starter with the ability to learn new information quickly and independentlyGood understanding of IRAs, retirement investment products/services and the qualified retirement plan environmentWe are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.