Financial Consultant

Empower Company S.R.O. • Katy, TX

252d • $52,000 - $64,000 • Remote

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.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Amusement, Gambling, and Recreation Industries
• Education Level: Bachelor's degree