Financial Coach

Empower • Greenwood Village, CO

8d • $58,500 - $72,000

About The Position

The Financial Coach services Empower workplace participants in investment and financial wellness needs, supporting initiatives such as client retention, customer lifetime value, net promoter score, and asset consolidation and growth. The role primarily involves education, advice, and wellness conversations that help participants select appropriate financial planning and investment options. Coaches use Empower’s proprietary financial planning tools, online planning tools, and conversation guides to provide direct advice and help customers adopt solutions in their best interests.

The position primarily manages inbound queues and appointments to meet service timeframes and deliver a positive customer experience, while also making outbound calls as needed. Coaches may work with participants enrolled in in-plan managed account offerings during high-volume periods, identify opportunities to bring additional client assets under management, follow up on retirement planning discussions, identify service trends, and implement proactive solutions. The role requires adherence to compliance and risk procedures, attention to policy, and achievement of monthly performance expectations.

The required Monday–Friday schedule depends on the employee’s location and business needs: Eastern Time, 12:30 p.m.–9:00 p.m.; Central Time, 11:30 a.m.–8:00 p.m.; or Mountain Time, 10:30 a.m.–7:00 p.m. The work is described as a normal office environment, with most time spent using a computer and communicating by phone. Limited, infrequent travel may be required.

Requirements

• Bachelor’s degree or an equivalent combination of education and professional work.
• FINRA Series 7 and 66 registrations, or Series 63 and 65 registrations, required within corporate-established timelines.
• FINRA fingerprinting required.

Nice To Haves

• Demonstrated success in performance roles or similar experience.
• Experience managing multiple priorities and handling stressful situations and customer interactions consistently.
• Consultative skills to understand needs and present customer-focused solutions.
• Working knowledge of Microsoft Office software and ability to learn new technology systems.
• Suitable at-home space to focus on work and appear on camera in meetings.
• Previous experience in inbound and outbound phone roles.

Responsibilities

• Educate participants and conduct advice and financial wellness conversations to help them choose appropriate financial planning and investment options.
• Work with participants enrolled in in-plan managed account offerings during periods of high volume.
• Use online planning tools and conversation guides to enhance conversations and participant experiences.
• Provide direct advice using Empower’s proprietary financial planning tools and help customers adopt solutions in their best interests.
• Manage inbound queues and appointments to meet critical service timeframes and customer experience expectations; make outbound calls as needed.
• Follow compliance and risk procedures, with careful attention to policies and the participant’s best interests.
• Identify, execute, and follow up on opportunities to contract additional client assets while conducting retirement planning discussions.
• Identify trends and develop proactive solutions to improve service quality and increase assets under management.
• Meet monthly performance expectations and implement coaching to achieve goals.
• Advance career through internal development opportunities.

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, ten paid company holidays, and three floating holidays per 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 employees.

What This Job Offers

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