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Financial Consultant (Remote Eligible)

$52k-64k/hrFull-timeRemote

location_onFood Industry Distribution, 2415, South Damen Avenue, Heart of Chicago, Lower West Side, Chicago, West Chicago Township, Cook County, Illinois, 60608, United States

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Job Description

About Empower

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

About the Role

The Retirement Consultant delivers personalized consultations detailing solutions best suited to the retirement planning needs of Empower customers. The Consultant utilizes detailed information on IRA and investment products and has a solid understanding of the qualified plan environment. The successful Consultant enjoys assisting customers achieve their retirement goals, is a self-starter with excellent organizational skills and has a competitive personality. Must be upbeat, ambitious and enjoy a fast-paced environment. Responsibilities include both inbound and outbound calls and require outstanding follow-through with those they are assisting.

At Empower, we believe in owning your career. New Financial Consultants will have the opportunity to be promoted to Senior Financial Consultant, increasing your overall income potential. Empower offers highly competitive benefits and total compensation packages with the opportunity for monthly incentive compensation.

Workplace Flexibility

This position can be done remotely. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.

Equal Opportunity Employer

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

Drug-free workplace.

Work location

Work model: Remote

Food Industry Distribution, 2415, South Damen Avenue, Heart of Chicago, Lower West Side, Chicago, West Chicago Township, Cook County, Illinois, 60608, United States

Chicago, Illinois

Open in Google Maps(41.84673, -87.67515)

Key Responsibilities

  • check_circleDeliver personalized retirement planning consultations to customers
  • check_circleEducate customers on plan specifics and distribution options
  • check_circleManage inbound and outbound calls to assist with retirement goals
  • check_circleResearch and resolve customer service requests and issues
  • check_circleProvide support on rollover, consolidation, and investment strategies
  • check_circleCultivate customer relationships through empathetic and proactive service
  • check_circleAdvise on tax implications of retirement account distributions

Requirements

  • verifiedBachelor's degree or equivalent combination of education and professional work experience
  • verifiedCurrent FINRA licenses or ability to obtain FINRA 7 & 63 registrations within corporate timelines
  • verifiedComplete FINRA fingerprinting upon hire
  • verifiedAuthorized to work for any employer in the U.S.
  • verifiedGood understanding of IRAs, retirement investment products/services and qualified retirement plan environment
  • verifiedGood working knowledge of Windows, Microsoft Office Software (Word, Excel, PowerPoint)
  • verifiedAbility to quickly learn Empower's record keeping system and SalesForce software

Benefits & Perks

check_circleMedical, dental, vision and life insurancecheck_circle401(k) plan with up to 6% company matching contributionscheck_circleTuition reimbursement up to $5,250 per yearcheck_circleGenerous paid time off plus ten paid company holidayscheck_circleThree floating holidays each calendar yearcheck_circlePaid volunteer time — 16 hours per calendar yearcheck_circlePaid parental leavecheck_circlePaid short- and long-term disabilitycheck_circleFamily and Medical Leave (FMLA)

Skills, education and keywords

Skills: salesforce, microsoft office, word, excel, powerpoint, windows, finra 7, finra 63.

Education: Bachelor's degree or equivalent combination of education and professional work experience.

Frequently asked questions about Financial Consultant (Remote Eligible) at RemoteWorker US

What does a Financial Consultant (Remote Eligible) at RemoteWorker US do?expand_more
In this Financial Consultant (Remote Eligible) at RemoteWorker US role, you will deliver personalized retirement planning consultations to customers; educate customers on plan specifics and distribution options; manage inbound and outbound calls to assist with retirement goals; and research and resolve customer service requests and issues.
What are the requirements for this Financial Consultant (Remote Eligible) role?expand_more
RemoteWorker US is looking for candidates who meet the following requirements: Bachelor's degree or equivalent combination of education and professional work experience; Current FINRA licenses or ability to obtain FINRA 7 & 63 registrations within corporate timelines; Complete FINRA fingerprinting upon hire; Authorized to work for any employer in the U.S.; Good understanding of IRAs, retirement investment products/services and qualified retirement plan environment; and Good working knowledge of Windows, Microsoft Office Software (Word, Excel, PowerPoint).
What is the salary range for Financial Consultant (Remote Eligible) at RemoteWorker US?expand_more
The advertised salary range for Financial Consultant (Remote Eligible) at RemoteWorker US is $52k-64k/hr.
Where is the Financial Consultant (Remote Eligible) role at RemoteWorker US located?expand_more
Financial Consultant (Remote Eligible) at RemoteWorker US is based in Food Industry Distribution, 2415, South Damen Avenue, Heart of Chicago, Lower West Side, Chicago, West Chicago Township, Cook County, Illinois, 60608, United States. This is a remote role.
Is this Financial Consultant (Remote Eligible) job remote, hybrid, or on-site?expand_more
RemoteWorker US has listed this Financial Consultant (Remote Eligible) role as remote.
How much experience is required for this Financial Consultant (Remote Eligible) role?expand_more
Candidates for Financial Consultant (Remote Eligible) at RemoteWorker US should have entry level.
What skills do you need for the Financial Consultant (Remote Eligible) role at RemoteWorker US?expand_more
Key skills for Financial Consultant (Remote Eligible) at RemoteWorker US include salesforce; microsoft office; word; excel; powerpoint; windows; finra 7; and finra 63.
What education is required for Financial Consultant (Remote Eligible) at RemoteWorker US?expand_more
Educational requirements for this role: Bachelor's degree or equivalent combination of education and professional work experience.
What category does the Financial Consultant (Remote Eligible) role belong to?expand_more
Financial Consultant (Remote Eligible) at RemoteWorker US is part of the Accounting & Finance job category on Recrutus.