Senior Workplace Planning Consultant

This is a fully remote position, open to applicants in United States.

📋 Description

• Provide thorough retirement and financial wellness guidance and education to participants in employer-sponsored programs.

• Assist participants in navigating crucial decision-making points that influence their long-term financial prosperity.

• Support participants with managed account solutions.

• Strengthen customer relationships through proactive and personalized interactions.

• Manage both inbound and outbound calls.

• Foster customer relationships by offering tailored service.

• Address inquiries related to plans and policies.

• Convey accurate information while clearly outlining policies and procedures.

• Help retain assets by educating clients on plan-specific and general distribution options.

• Inform customers about distribution choices, retirement plan or IRA involvement, and tax ramifications.

• Strive to deliver the best solutions in every customer engagement.

• Collaborate with colleagues to address challenges and achieve results.

• Utilize innovative tools and services to discover retirement planning options and strategies.

• Achieve monthly and annual sales and service targets.

⛳️ Requirements

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

• Over 2 years of experience in financial services, retirement planning, or advisory roles.

• Proven track record of success in sales.

• Strong understanding of IRAs, retirement investment products/services, and the qualified retirement plan landscape.

• Experience in managing multiple tasks and navigating stressful situations and interactions on a daily basis.

• Proficient in Windows and Microsoft Office Software, including Word, Excel, and PowerPoint.

• Skills in file manipulation on a PC.

• Ability to swiftly learn Empower's record-keeping system and Salesforce software.

• Required registrations: FINRA 7 & 66, or 63 & 65.

• FINRA fingerprinting required upon hiring.

• Strong consulting abilities.

• Capacity to quickly acquire new information independently.

• Excellent written, verbal, and presentation skills.

• Applicants must be legally authorized to work for any employer in the U.S.; employment visa sponsorship is not available, including CPT/OPT.

• Reliable high-speed internet with a wired connection for remote work.

• Internet connection via fiber, cable, or DSL.

• A home workspace that limits disruptions.

🏝️ Benefits

• Medical, dental, vision, and life insurance.

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

• Financial advisory services.

• Potential for company discretionary contributions.

• Wide range of investment options.

• Tuition reimbursement up to $5,250 per year.

• Business-casual work environment with the option to wear jeans.

• Generous paid time off from the start.

• Ten paid company holidays and three floating holidays each calendar year.

• Paid volunteer time — 16 hours per calendar year.

• Paid parental leave.

• Paid short- and long-term disability.

• Family and Medical Leave (FMLA).

• Business Resource Groups (BRGs) promoting inclusion and collaboration.

• Flexible work environment.

• Other necessary computer equipment provided.