Retirement Coordinator

Edelman Financial Engines•Phoenix, AZ

8d•$44,600 - $59,400•Remote

About The Position

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives. Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us. As a Retirement Coordinator on our Workplace Planning Team, you’ll play a pivotal role by helping individuals take the next step in their retirement journey by connecting them with our team of expert Financial Advisors. In this role, you’ll proactively reach out to members who are due for a financial review. Through friendly and efficient phone-based outreach, you’ll schedule appointments and emphasize the value of regular financial planning – especially during life milestones and as retirement approaches. Your work ensures clients receive the personal, high-touch service that defines the EFE experience. In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team’s existing talents. For this Retirement Coordinator role, we are seeking a passionate, service-minded candidate with a proven ability to thrive in a fast-paced team environment and are excited to grow within the financial services industry. If you are a strong communicator with a collaborative mindset, have an interest in working in the financial services industry, and a genuine interest in helping others achieve financial confidence, this may be an opportunity for you!

Requirements

1 year of professional experience; customer service experience preferred.
4-year college degree preferred (Finance, Business, or related fields are a plus).
Strong communication and interpersonal skills
Interest in pursuing a long-term career in financial services
Basic computer proficiency and comfort using digital tools.

Responsibilities

Proactively contact existing members to schedule appointments with Financial Advisors
Make a high volume of outbound phone calls daily to connect with members, build trust, and schedule impactful financial advisory appointments.
Balance a high quantity, efficient approach with a high-quality client experience.
Serve as a key link connecting clients and advisors, ensuring a seamless and professional interaction
Collaborate with advisors to create a cohesive, engaging client journey from initial outreach to appointment completion.
Build rapport with clients to foster trust and encourage ongoing engagement in their financial planning journey.