Workplace Planning Consultant

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🔥 0 minutes ago

🇺🇸 United States – 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 to customers at key life moments, such as starting or ending employment regarding employer-sponsored retirement accounts • Discuss available 401(k) and IRA account options aligned with customers’ retirement savings goals • Educate customers about information specific to their retirement plans • Compare options to support customers’ savings goals • Deepen customers’ relationships with Empower • Support customers as part of the Empower Personal Wealth consultation team • Work assigned shifts based on business need during 6:00 am to 7:00 pm MT operating hours • Potentially progress to Senior Workplace Planning Consultant

🎯 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 Series 65 registration within corporate-established timelines • Complete FINRA fingerprinting upon hire • Motivated self-starter able 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 preferred as a differentiator • Proficiency with Microsoft Suite of Products, including Word, Excel and PowerPoint • Ability to quickly learn new systems; Salesforce experience a plus • Good understanding of IRAs, retirement investment products/services and the qualified retirement plan environment • Ability to work assigned shifts during operating hours of 6:00 am to 7:00 pm MT • Must be authorized to work for any employer in the U.S.; no employment visa sponsorship or takeover of sponsorship, including CPT/OPT • Reliable high-speed internet with a wired connection from a fiber, cable or DSL internet service provider • Home workspace with limited disruption

🏖️ Benefits

• $5,000 sign-on bonus for candidates who are already fully licensed; eligibility applies to candidates who apply on or before December 31 • 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, including a 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 • Remote work • Computer equipment provided

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