Empower

Financial Consultant

Empower

full-time

Posted on:

Location Type: Remote

Location: Remote • Colorado, Illinois, Ohio • 🇺🇸 United States

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Salary

💰 $52,000 - $64,000 per year

Job Level

Junior

About the role

  • 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
  • Opportunity to promote to a Senior Financial Consultant, increasing income potential
  • Incentive compensation variable and tied to specific sales-related goals set by Empower

Requirements

  • Bachelor's degree or an equivalent combination of education and professional work experience
  • Minimum of 1 year experience in sales, preferably inside sales
  • 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 sales, relationship management and customer service skills
  • Problem-solving skills and ability to engage with customers, ask questions, share thoughts & offer solutions
  • 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.
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. BRGs are open to all.

Applicant Tracking System Keywords

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

Hard skills
salesrelationship managementcustomer serviceFINRA 7FINRA 63FINRA 65FINRA 66401KIRAs
Soft skills
motivatedself-starterproblem-solvingability to learn quicklyengagementcommunicationindependence
Certifications
Bachelor's degreeFINRA licenses
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