Retirement Consultant - Roll In

Empower • Overland Park, KS

7d • $52,000 - $64,000

About The Position

The Retirement Consultant – Roll In drives consolidation of assets into proprietary employer-sponsored retirement plans. Acting as a single point of contact, educator, and consultant, the role supports individual customers throughout the consolidation process. Consultants independently manage a book of 150–350 customers and work to provide positive customer outcomes and experiences.

The position involves managing customer relationships from opportunity handoff through close, educating participants about rollovers and retirement investment vehicles, and exercising discretion and independent judgment to ensure rollover, exchange, or transfer processes are completed properly by both the contra firm and Empower.

Requirements

• High school diploma or GED.
• 2 years of experience.
• FINRA Series 6 and 63 registrations required within corporate-established timelines.
• FINRA fingerprinting.
• Ability to work within a flexible call center schedule and environment.
• Authorization to work in the United States without requiring visa sponsorship.

Nice To Haves

• Prior telephone experience.
• A customer-focused, outward approach to delivering retail asset-gathering opportunities.
• Strong desire to meet the needs of internal and external customers.

Responsibilities

• Place outbound calls and handle inbound calls with participants to help consolidate retirement savings into their Empower employer-sponsored plan.
• Schedule customer meetings and conduct conference calls with customers and contra firms.
• Provide education and support throughout the consolidation process.
• Manage a high volume of scheduled meetings, inbound and outbound calls, and customer email correspondence.
• Be available to receive real-time warm handoffs of newly generated leads from call centers.
• Demonstrate expertise in retirement investment vehicles, especially 401(k), 403(b), 457(b), 401(a), and IRA accounts.
• Service rollover relationships from opportunity handoff through close, increasing participant engagement, satisfaction, and loyalty.
• Answer customer questions and concerns about retirement planning.
• Exercise discretion and independent judgment when assisting customers with rollovers, exchanges, or transfers to ensure the process is completed properly.

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.
• Generous paid time off upon hire, including a paid time off program, ten paid company holidays, and three floating holidays each calendar year.
• Paid volunteer time of 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 open to all.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED