Financial Consultant

Empower Company S.R.O.Concord, NC
251d$52,000 - $64,000Remote

About The Position

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. As a Financial Consultant (Retirement Consultant) you will be part of our growing Empower Personal Wealth sales team, providing support to our customers at key life moments. Our Financial Consultants provide guidance on available account options for our customer's retirement savings goals, such as 401K and IRA products. At Empower, we believe in owning your career. New Financial Consultants will have the opportunity to promote to a Senior Financial Consultant, increasing your overall income potential. The compensation package includes a base salary plus incentive compensation, creating the opportunity to earn a generous paycheck. The incentive compensation component will be variable and tied to specific sales related goals set by Empower.

Requirements

  • Bachelor's degree or an equivalent combination of education and professional work experience
  • Minimum of 1 year experience in sales, preferably inside sales
  • Current FINRA licenses and/or ability to successfully obtain FINRA 7 & 63 registrations within corporate-established timelines and complete FINRA fingerprinting upon hire
  • Motivated, self-starter with the ability to learn new information quickly and independently
  • Demonstrated sales, relationship management and customer service skills
  • Problem-solving skills and ability to engage with customers, ask questions, share thoughts & offer solutions

Nice To Haves

  • Previous experience with inbound and/or phone-based sales
  • Proficiency with Microsoft Suite of Products (Word, Excel, PowerPoint, Excel, etc.)
  • Ability to quickly learn new systems and prior experience with SalesForce a plus
  • Good understanding of IRAs, retirement investment products/services and the qualified retirement plan environment
  • A growth mindset to meet company and team sales goals

Responsibilities

  • Provide over the phone guidance at key life moments to our customer, such as starting or ending employment regarding their employer-sponsored retirement account
  • Discuss available account options, such as 401K and IRAs, to align to customer's retirement savings goals
  • Educate our customers on information specific to their retirement plan, comparing options to best support their savings goals
  • Focus on deepening customer's relationship with Empower

Benefits

  • Medical, dental, vision and life insurance
  • Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
  • Tuition reimbursement up to $5,250/year
  • Business-casual environment that includes the option to wear jeans
  • Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
  • Paid volunteer time - 16 hours per calendar year
  • Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
  • Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume

What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Industry

Amusement, Gambling, and Recreation Industries

Education Level

Bachelor's degree

© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service