Financial Coach

🕒 vor 1 Tag

🇺🇸 Vereinigte Staaten – Remote

💵 $58.500 - $72.000 / Jahr

⏰ Vollzeit

🟡 Mittelstufe

🟠 Senior

💸 Finanzplanung und Analyse (FP&A)

🦅 H1B-Visum-Sponsor

Dieses Unternehmen hat in der Vergangenheit H1B-Visa gesponsert.

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Empower

WebsiteLinkedInAlle Stellen

10.000+ Mitarbeiter

💸 Finanzen

💳 Fintech

👥 B2C

Finance • Fintech • B2C

Empower ist ein führender Anbieter von Finanzdienstleistungen, der sich darauf konzentriert, Einzelpersonen und Organisationen dabei zu helfen, finanzielle Freiheit durch Altersvorsorge und Investmentmanagement zu erreichen. Mit über 19 Millionen Kunden in den USA bietet Empower eine umfassende Palette an finanzbezogenen Dienstleistungen an, darunter intelligente Planung und Anlageberatung sowie Tools wie das Empower Personal Dashboard™ für einen vollständigen Finanzüberblick. Das Unternehmen ist bekannt als führender Anbieter von Altersvorsorgeplänen und arbeitet eng mit privaten Anlegern, Arbeitsplatzsparer, Plan-Sponsoren und Finanzfachleuten zusammen. Empower wird auch für Initiativen in den Bereichen Diversity, Equity, Inclusion anerkannt und hat ein soziales Engagement, das die Wirkung in der Gemeinschaft stärkt.

Beschreibung

• Primarily focuses on education, advice, and wellness conversations to help them choose appropriate financial planning and investment options. • Works with participants enrolled in in-plan managed account offerings at times of high volumes. • Uses online planning tools and conversation guides to enhance conversations and experiences. • Provides direct advice using Empower’s proprietary financial planning tools and helps customers adopt solutions in their best interests. • Primarily manages inbound queues and appointments to ensure critical service timeframes and customer experiences. • Is comfortable making outbound calls as needed. • Adheres to compliance/risk procedures and exhibits detailed attention to policy and procedures by focusing on the participant’s best interest. • Identifies, executes and follows up on opportunities to contract additional client assets while providing client retirement planning discussions. • Identifies trends and determines proactive solutions to maximize service quality and increase assets under management. • Meet monthly performance expectations and implement coaching to achieve goals. • Advance your career through internal development opportunities.

🎯 Anforderungen

• Bachelor’s degree or an equivalent combination of education and professional work. • FINRA 7 and 66 (or 63 and 65) registrations required within corporate-established timelines. • FINRA fingerprinting required. • Demonstrated success in performance roles or other similar experience. • Experience managing multiple priorities and ability to handle stressful situations and customer interactions consistently. • Consultative skills to understand needs and present customer-focused solutions. • Working knowledge of Microsoft Office software and ability to learn new technology systems. • Suitable at-home space to focus on work and be on camera in meetings. • Previous experience in inbound and outbound phone roles.

🏖️ Vorteile

• Medical, dental, vision and life insurance • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup • 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.