Financial Coach

📋 Description

• Primarily emphasizes education, guidance, and wellness discussions to assist individuals in selecting suitable financial planning and investment strategies.

• Collaborates with participants who are enrolled in managed account offerings during peak times.

• Utilizes online planning tools and conversation frameworks to enrich discussions and enhance participant experiences.

• Offers direct advice using Empower’s unique financial planning resources and aids customers in embracing solutions that serve their best interests.

• Primarily oversees inbound queues and appointments to guarantee essential service timelines and positive customer experiences.

• Comfortable with making outbound calls when necessary.

• Complies with risk and compliance protocols while demonstrating meticulous attention to policies and procedures, always prioritizing the participant’s best interests.

• Identifies, acts upon, and follows up on opportunities to secure additional client assets while facilitating retirement planning dialogues.

• Recognizes trends and formulates proactive solutions to enhance service quality and elevate assets under management.

• Meets monthly performance targets and implements coaching strategies to achieve set goals.

⛳️ Requirements

• Bachelor's degree or an equivalent combination of education and professional experience.

• FINRA Series 7 and 66 (or 63 and 65) registrations are required within company-defined timelines.

• Completion of FINRA fingerprinting is mandatory.

• Proven track record of success in performance-oriented roles or similar experience.

• Experience in managing multiple tasks and the ability to consistently handle high-pressure situations and customer interactions.

• Consultative skills to assess needs and offer customer-centric solutions.

• Proficient in Microsoft Office software and adaptable to new technology systems.

• A suitable at-home workspace to concentrate on work and participate in virtual meetings.

• Previous experience in roles involving both inbound and outbound phone interactions.

🏝️ Benefits

• Medical, dental, vision, and life insurance coverage.

• Retirement savings plan – 401(k) with generous company matching contributions (up to 6%).

• Tuition reimbursement up to $5,250 annually.

• A business-casual workplace that allows for jeans.

• Ample paid time off upon hiring – includes a paid time off program, ten paid company holidays, and three floating holidays each calendar year.

• Paid volunteer time – 16 hours each calendar year.

• Leave of absence programs – including paid parental leave, short- and long-term disability, and Family and Medical Leave (FMLA).