Senior Workplace Planning Consultant

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $65.6k - $92.7k / year

⏰ Full Time

🟠 Senior

💼 Consultant

🦅 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

• Deliver comprehensive retirement and financial wellness advice and education to participants within employer-sponsored plans • Guide participants through key decision points affecting long-term financial success • Guide participants through managed account solutions • Deepen customer relationships through proactive, personalized engagements • Handle inbound and outbound calls • Cultivate customer relationships through personalized service • Respond to plan and policy-related questions • Relay accurate information and clearly communicate policies and procedures • Retain assets through education and guidance on plan-specific and general distribution options • Educate customers about distribution decisions, retirement-plan or IRA participation, and tax implications • Deliver optimal solutions in every customer interaction • Collaborate with organizational peers to solve problems and deliver results • Use tools and services to identify retirement-planning options and strategies • Meet monthly and annual sales and service goals

🎯 Requirements

• Bachelor's degree or an equivalent combination of education and professional work experience • 2+ years of experience in financial services, retirement planning, or advisory environments • Demonstrated success in sales • Good understanding of IRAs, retirement investment products/services and the qualified retirement plan environment • Experience managing multiple priorities and handling stressful situations and people on a daily basis • Good working knowledge of Windows and Microsoft Office software, including Word, Excel and PowerPoint • File manipulation skills on a PC • Ability to quickly learn Empower's record keeping system and Salesforce software • Investment Adviser Representative (IAR) registration required through the Series 65 or another qualifying examination or professional designation • FINRA fingerprinting upon hire • Strong consulting skills • Ability to learn new information quickly and independently • Strong written, verbal and presentation skills • Must be authorized to work for any employer in the U.S.; employment visa sponsorship, including CPT/OPT, is unavailable • Reliable high-speed internet with a wired connection and a home workspace with limited disruption for remote work • Reliable fiber, cable or DSL internet connection

🏖️ Benefits

• $5,000 sign-on bonus for candidates who are already fully licensed; eligibility applies to candidates who apply on or before December 31st • Medical, dental, vision and life insurance • 401(k) plan with generous company matching contributions up to 6% • Financial advisory services • Potential company discretionary contribution • Broad investment lineup • Tuition reimbursement up to $5,250/year • Business-casual environment with the option to wear jeans • Paid time off program • 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 open to all • Flexible work environment • Other necessary computer equipment provided for remote and hybrid positions