Workplace Planning Consultant

🔥 0 minutes ago

🐊 Florida, North Carolina – Remote

🐊 Florida – Remote 🌲 North Carolina – Remote

💵 $55.3k - $76.1k / year

⏰ Full Time

🟢 Junior

💼 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

• Provide over-the-phone guidance at key life moments regarding employer-sponsored retirement accounts • Discuss 401(k), IRA, and other account options aligned with customers’ retirement savings goals • Educate customers about information specific to their retirement plans • Compare options to support customers’ retirement savings goals • Deepen customers’ relationships with Empower • Progress toward Senior Workplace Planning Consultant to increase income potential

🎯 Requirements

• Bachelor's degree or an equivalent combination of education and professional work experience • Minimum of 1 year experience in performance/goal-oriented roles, ideally in asset growth and retention • Current FINRA licenses and/or ability to successfully obtain FINRA 7, 63 & 65 (or 66) registrations within corporate-established timelines • Complete FINRA fingerprinting upon hire • Ability to learn new information quickly and independently • Demonstrated relationship management and customer service skills • Problem-solving skills and ability to engage with customers, ask questions, share thoughts, and offer solutions • Previous inbound and/or phone-based consultation experience is a plus • Proficiency with Microsoft Suite of Products is a plus • Prior Salesforce experience is a plus • Good 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 unavailable • Reliable high-speed internet with a wired connection and a minimally disruptive home workspace

🏖️ Benefits

• $5,000 licensing sign-on bonus • Base salary plus bonus • 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 • Generous paid time off upon hire • 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 arrangement; necessary computer equipment provided