Retirement Consultant – Roll In

🔥 12 hours ago

🇺🇸 United States – Remote

💵 $52k - $64k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💼 Consultant

🚫👨‍🎓 No degree required

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Empower

WebsiteLinkedInAll Job Openings

10,000+ employees

💸 Finance

💳 Fintech

👥 B2C

Finance • Fintech • B2C

Empower is a leading provider of financial services focused on helping individuals and organizations achieve financial freedom through retirement planning and investment management. Serving over 19 million Americans, Empower offers a comprehensive suite of finance-related services, including smart planning and investment advice, and tools like the Empower Personal Dashboard™ for a complete financial view. The company is renowned as a top retirement plan provider and works closely with personal investors, workplace plan savers, plan sponsors, and financial professionals. Empower is also recognized for initiatives in Diversity, Equity, Inclusion, and has a social commitment that bolsters community impact.

📋 Description

• Place outbound calls and handle inbound calls from our participant base, with the objective of consolidating their retirement savings into their employer-sponsored plan with Empower. • Schedule meetings with individual customers. • Hold conference calls with contra firms & customers. • Provide education and support throughout the consolidation process. • Independently and effectively manage a high volume of scheduled meetings, inbound calls, outbound calls, and emails correspondence with customers. • Demonstrate expertise in retirement investment vehicles, especially 401(k), 403(b), 457b, 401(a), and IRA. • Service rollover relationship from opportunity handoff through close, increasing participant touch, satisfaction, and loyalty. • Answer customer questions and concerns about retirement planning as necessary.

🎯 Requirements

• High School diploma or GED • 2 years of experience • FINRA 6 & 63 registrations required within corporate-established timelines • FINRA Fingerprinting • Ability to work within a flexible call center schedule and environment • 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 currently, including CPT/OPT.

🏖️ Benefits

• Medical, dental, vision and life insurance • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%) • 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.