Outbound Associate

Empower • Overland Park, KS

22h • 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. As an Outbound Associate, you will contribute in the pioneering of Empower's investment advisory offering. The Outbound Associate will interact with users of Empower's innovative financial dashboard to generate interest in wealth management services.

Requirements

• Proven abilities to maintain appropriate policies & procedures for regulatory-driven requirements.
• Knowledge of investment products and services.
• Exceptional verbal, written and listening communication skills.
• Strong interpersonal skills, team-oriented, and collaborative.
• Possess a clean U4 record.
• Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.

Nice To Haves

• Excellent operational, organizational and follow-up skills with the ability to manage and process complex operational work.
• Proven investment advisory sales skills including proactive outbound calling efforts.
• Series 7, 63, 65 and 66 licensure a plus.

Responsibilities

• Outbound and inbound phone sales.
• Generate interest with high net worth and mass affluent prospective clients to conduct a virtual meeting with a Financial Advisor.
• Interact with Financial Advisors regarding prospective clients.
• Help troubleshoot issues that users may have with the Financial Dashboard and relay to the technical support team.
• Interact with prospective clients via phone, chat, and email, and properly record interactions within customer relationship management software.

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) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 501-1,000 employees