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 well-being.

• Support participants through managed account solutions.

• Strengthen customer relationships through proactive and personalized interactions.

• Manage inbound and outbound calls effectively.

• Foster customer relationships by delivering tailored service.

• Address queries related to plans and policies.

• Communicate policies and procedures clearly while relaying accurate information.

• Retain assets by providing education and guidance on specific plan and general distribution options.

• Inform customers about distribution choices, retirement plan or IRA participation, and associated tax implications.

• Ensure optimal solutions in every customer interaction.

• Collaborate with colleagues to resolve issues and achieve results.

• Utilize tools and services to explore 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.

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

• Proven success in sales.

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

• Experience in managing multiple priorities and effectively handling stressful situations and individuals daily.

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

• Skills in file manipulation on a PC.

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

• Investment Adviser Representative (IAR) registration is required through the Series 65 or another qualifying examination or professional designation.

• FINRA fingerprinting is required upon hiring.

• Excellent consulting skills.

• Capacity to quickly and independently absorb new information.

• Strong written, verbal, and presentation communication skills.

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

• Reliable high-speed internet with a wired connection and a dedicated home workspace with minimal disruption for remote work.

• A dependable fiber, cable, or DSL internet connection is required.

🏝️ Benefits

• A $5,000 sign-on bonus for candidates who are already fully licensed; eligibility applies to candidates who apply on or before December 31st.

• Comprehensive medical, dental, vision, and life insurance options.

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

• Access to financial advisory services.

• Potential for additional company discretionary contributions.

• A broad investment lineup.

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

• A business-casual atmosphere with the option to wear jeans.

• A paid time off program.

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

• Paid volunteer time of 16 hours per calendar year.

• Paid parental leave.

• Paid short- and long-term disability benefits.

• Family and Medical Leave (FMLA) provisions.

• Business Resource Groups available to all employees.

• A flexible work environment.

• Other necessary computer equipment provided for remote and hybrid positions.