Financial Consultant (Remote Eligible)
location_onOld State Highway 21, Hillsboro, Central Township, Jefferson County, Missouri, 63012, 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.
Work location
Work model: Remote
Old State Highway 21, Hillsboro, Central Township, Jefferson County, Missouri, 63012, United States
Missouri
Key Responsibilities
- check_circleDiscuss available account options such as 401K and IRAs to align with customer goals
- check_circleEducate customers on retirement plan information and compare options to support savings
- check_circleFocus on deepening customer relationships with Empower
- check_circleProvide over-the-phone guidance to customers regarding employer-sponsored retirement accounts
Requirements
- verifiedBachelor's degree or equivalent combination of education and professional work experience
- verifiedMinimum of 1 year experience in sales, preferably inside sales
- verifiedCurrent FINRA licenses and/or ability to successfully obtain FINRA 7 & 63 registrations within corporate-established timelines
- verifiedComplete FINRA fingerprinting upon hire
- verifiedAuthorized to work for any employer in the U.S.
- verifiedProficiency with Microsoft Suite of Products
- verifiedGood understanding of IRAs, retirement investment products/services and the qualified retirement plan environment
Benefits & Perks
Skills, education and keywords
Skills: microsoft suite, salesforce, finra 7, finra 63.
Education: Bachelor's degree or equivalent combination of education and professional work experience.