Financial Consultant (Remote Eligible)
location_on9th Avenue East, Havana, Gadsden County, Florida, 32333, United States
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.
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.
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.
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
9th Avenue East, Havana, Gadsden County, Florida, 32333, United States
Havana, Florida
Key Responsibilities
- check_circleDeliver personalized retirement planning consultations to customers
- check_circleAssist customers in retaining assets via education on plan specifics
- check_circleEducate customers on distribution options and tax implications
- check_circleManage inbound and outbound calls to resolve customer issues
- check_circleResearch and resolve service requests and plan-related questions
- check_circleProvide support on rollover, consolidation, and investment strategies
- check_circleCultivate customer relationships through empathetic and proactive service
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, and SalesForce
Benefits & Perks
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.