Retirement Consultant – Roll In

Empower

Retirement Consultant driving consolidation of assets into employer-sponsored retirement plans. Educating individual customers and managing a portfolio of 150-350 clients autonomously.

Posted 6/6/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $52,000 - $64,000 per yearWebsite

About the role

Key responsibilities & impact

Place outbound calls and handle inbound calls from our participant base, with the objective of consolidating their retirement savings into their employer-sponsored plan with Empower.
Schedule meetings with individual customers.
Hold conference calls with contra firms & customers.
Provide education and support throughout the consolidation process.
Independently and effectively manage a high volume of scheduled meetings, inbound calls, outbound calls, and emails correspondence with customers.
Demonstrate expertise in retirement investment vehicles, especially 401(k), 403(b), 457b, 401(a), and IRA.
Service rollover relationship from opportunity handoff through close, increasing participant touch, satisfaction, and loyalty.
Answer customer questions and concerns about retirement planning as necessary.

Requirements

What you’ll need

High School diploma or GED
2 years of experience
FINRA 6 & 63 registrations required within corporate-established timelines
FINRA Fingerprinting
Ability to work within a flexible call center schedule and environment
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 currently, including CPT/OPT.

Benefits

Comp & perks

Medical, dental, vision and life insurance
Retirement savings – 401(k) plan with generous company matching contributions (up to 6%)
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. BRGs are open to all.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

retirement investment vehicles401(k)403(b)457b401(a)IRAcustomer servicecall handlingmeeting schedulingemail correspondence

Soft Skills

communicationindependencetime managementcustomer satisfactionproblem-solvingflexibilityrelationship managementorganizational skillsattention to detailloyalty building

Certifications

FINRA 6FINRA 63FINRA Fingerprinting