Financial Consultant

$52,000 - $64,000/Yr

Empower Company S.R.O. - Naples, FL

Full-time - Entry Level

Remote - Naples, FL

Amusement, Gambling, and Recreation Industries

About the position

As a Financial Consultant (Retirement Consultant) at Empower, you will be part of a dynamic sales team focused on providing guidance to customers during key life moments related to their retirement savings. This role emphasizes the importance of internal mobility and personal growth, allowing you to chart your own career path while helping customers achieve financial freedom. You will educate clients on retirement account options, such as 401K and IRA products, and deepen their relationship with Empower.

Responsibilities

• Provide over-the-phone guidance to customers regarding their employer-sponsored retirement accounts during key life moments.
• Discuss available account options, such as 401K and IRAs, to align with customers' retirement savings goals.
• Educate customers on specific information related to their retirement plans, comparing options to best support their savings goals.
• Focus on deepening the customer's relationship with 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.
• 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, and offer solutions.

Nice-to-haves

• Previous experience with inbound and/or phone-based sales.
• Proficiency with Microsoft Suite of Products (Word, Excel, PowerPoint, etc.).
• Ability to quickly learn new systems and prior experience with SalesForce is 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.

Benefits

• Medical, dental, vision, and life insurance.
• 401(k) plan with generous company matching contributions (up to 6%).
• Tuition reimbursement up to $5,250/year.
• Business-casual environment with 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) for internal networking and support.