Benefits Consultant

Empower • Overland Park, KS

3d • $65,600 - $92,675

About The Position

The Benefits Consultant is part of a practice group supporting Empower’s premier offering for executives. Working closely with Executive Planners and Benefits Planners, this role supports executive participants through account servicing, transaction support, and coordination across the team. The Consultant interacts directly with executives to answer questions, identify planning opportunities, and deliver a white-glove participant experience. The role offers opportunities to deepen expertise in financial services and executive plan benefits while building skills for continued career growth.

Requirements

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
• At least 3 years of experience in financial planning or wealth management.
• FINRA Series 7 registration.
• NASAA Series 63 registration.
• FINRA fingerprinting required.
• Knowledge of financial wellness and investment management strategies.
• Strong client relationship management and customer service skills, including direct interaction with high-net-worth, highly compensated, or executive clients.
• Ability to research and resolve account servicing and transaction-related inquiries while coordinating effectively with internal partners.
• Strong verbal and written communication, organizational, problem-solving, and follow-through skills.
• Knowledge of executive benefit plans, retirement plans, or executive compensation arrangements.
• Authorization to work for any employer in the U.S.; the employer is unable to sponsor or take over sponsorship of an employment visa, including CPT/OPT.

Nice To Haves

• Experience supporting executives or high-net-worth clients in financial services, wealth management, retirement services, or financial planning.
• Experience with executive benefit plans or specialized retirement and compensation programs.
• Experience working in a team-based financial planning or relationship management model.
• Experience using CRM, financial planning, or participant recordkeeping platforms.

Responsibilities

• Build and maintain long-term relationships with highly compensated executive participants by managing inbound calls and inquiries, conducting proactive outreach, providing customer service, and following through consistently.
• Coordinate participant meetings with Executive Planners and Benefits Planners and identify opportunities for broader financial planning conversations and deeper participant engagement.
• Handle account servicing and transaction requests, educate participants about executive plan benefits and available options, and research and resolve inquiries.
• Coordinate with internal specialists on complex or specialized participant needs and maintain ownership of the participant experience through resolution.
• Maintain knowledge of executive benefits and supported plans to respond to inquiries and identify planning opportunities.
• Support Executive Planners and Benefits Planners with financial planning activities, meeting coordination, participant servicing, and administrative support.
• Maintain accurate and detailed participant records in accordance with company policies and applicable compliance requirements.
• Document participant interactions, service requests, follow-up activities, and planning opportunities in applicable client relationship management and recordkeeping systems.
• Partner with Executive Planners, Benefits Planners, and internal service and specialist teams to deliver a coordinated participant experience and foster a collaborative, high-performance environment.

Benefits

• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions up to 6%, financial advisory services, potential company discretionary contribution, and a broad investment lineup.
• Tuition reimbursement up to $5,250 per year.
• Business-casual environment, with the option to wear jeans.
• Paid time off upon hire, including a paid time off program, ten paid company holidays, and three floating holidays each calendar year.
• 16 hours of paid volunteer time per calendar year.
• Leave programs including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA).
• Business Resource Groups open to all associates.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level