Workplace Planning Consultant

This is a fully remote position, open to applicants in Florida, +1 more state.

📋 Description

• Deliver over-the-phone support during significant life events concerning employer-sponsored retirement accounts.

• Discuss 401(k), IRA, and various account options tailored to customers’ retirement savings objectives.

• Inform customers about details specific to their retirement plans.

• Evaluate options to assist customers in achieving their retirement savings aspirations.

• Strengthen customer relationships with Empower.

• Aim for progression to Senior Workplace Planning Consultant to enhance income potential.

⛳️ Requirements

• A bachelor's degree or a comparable mix of education and professional experience.

• At least 1 year of experience in performance-driven roles, preferably in asset growth and retention.

• Current FINRA licenses and/or the ability to successfully acquire FINRA 7, 63 & 65 (or 66) registrations within the timelines established by the company.

• Completion of FINRA fingerprinting upon employment.

• Capability to swiftly and independently learn new information.

• Proven skills in relationship management and customer service.

• Strong problem-solving abilities and the capacity to engage with customers, ask questions, share insights, and provide solutions.

• Prior experience with inbound and/or phone-based consultations is advantageous.

• Familiarity with Microsoft Suite of Products is a plus.

• Previous experience with Salesforce is a plus.

• Solid understanding of IRAs, retirement investment products/services, and the qualified retirement plan environment.

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

• Dependable high-speed internet with a wired connection and a minimally disruptive home workspace.

🏝️ Benefits

• $5,000 licensing sign-on bonus.

• Base salary plus bonus structure.

• Comprehensive 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.

• Extensive investment lineup.

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

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

• Generous paid time off upon employment.

• 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).

• Flexible work environment.

• Reliable high-speed internet and home workspace setup; necessary computer equipment provided.