Retirement Consultant – Roll In

Job not on LinkedIn

🔥 3 minutes 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.

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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

• Drive consolidation of assets into proprietary employer-sponsored retirement plans • Act as a single point of contact, educator, and consultant for individual customers throughout the consolidation process • Maintain and manage a book of business ranging from 150–350 customers • Place outbound calls and handle inbound calls from participants • Schedule meetings with individual customers • Hold conference calls with contra firms and customers • Provide education and support throughout the consolidation process • Manage a high volume of scheduled meetings, inbound and outbound calls, and customer email correspondence • Receive real-time warm handoffs of newly generated leads from call centers • Service rollover relationships from opportunity handoff through close • Increase participant touch, satisfaction, and loyalty • Answer customer questions and concerns about retirement planning

🎯 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 • Candidates must be authorized to work in the United States without requiring visa sponsorship • Reliable high-speed internet with a wired connection and a suitable home workspace • Prior telephone experience preferred • Expertise in retirement investment vehicles, especially 401(k), 403(b), 457b, 401(a), and IRA • Ability to exercise discretion and independent judgment when assisting customers with Rollover, Exchange, or Transfer

🏖️ Benefits

• 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) facilitating inclusion and collaboration • Bonus program or sales incentives, as applicable