Empower

Financial Coach

Empower

full-time

Posted on:

Location Type: Remote

Location: United States

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 $58,500 - $72,000 per year

About the role

  • Primarily focuses on education, advice, and wellness conversations to help them choose appropriate financial planning and investment options
  • Works with participants enrolled in in-plan managed account offerings at times of high volumes
  • Uses online planning tools and conversation guides to enhance conversations and experiences
  • Provides direct advice using Empower’s proprietary financial planning tools and helps customers adopt solutions in their best interests
  • Primarily manages inbound queues and appointments to ensure critical service timeframes and customer experiences
  • Is comfortable making outbound calls as needed
  • Adheres to compliance/risk procedures and exhibits detailed attention to policy and procedures by focusing on the participant’s best interest
  • Identifies, executes and follows up on opportunities to contract additional client assets while providing client retirement planning discussions
  • Identifies trends and determines proactive solutions to maximize service quality and increase assets under management
  • Meet monthly performance expectations and implement coaching to achieve goals.

Requirements

  • Bachelor’s degree or an equivalent combination of education and professional work
  • FINRA 7 and 66 (or 63 and 65) registrations required within corporate-established timelines
  • FINRA fingerprinting required
  • Demonstrated success in performance roles or other similar experience
  • Experience managing multiple priorities and ability to handle stressful situations and customer interactions consistently
  • Consultative skills to understand needs and present customer-focused solutions
  • Working knowledge of Microsoft Office software and ability to learn new technology systems
  • Suitable at-home space to focus on work and be on camera in meetings
  • Previous experience in inbound and outbound phone roles.
Benefits
  • 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 disability, and Family and Medical Leave (FMLA)
  • Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial planninginvestment optionscompliance proceduresperformance managementcustomer serviceconsultative skillsproblem-solvingasset management
Soft Skills
attention to detailstress managementcommunicationcustomer-focused solutionstime managementcoachingadaptability
Certifications
Bachelor's degreeFINRA 7FINRA 66FINRA 63FINRA 65FINRA fingerprinting