Senior Workplace Planning Consultant
About The Position
The Senior Workplace Planning Consultant delivers comprehensive retirement and financial wellness advice and education to participants in employer-sponsored plans, guiding them through decisions that affect their long-term financial success. The consultant demonstrates strong planning acumen, explains managed account solutions, and builds relationships through proactive, personalized engagement to support participants’ financial well-being. The role involves inbound and outbound calls, excellent follow-through, and helping customers achieve retirement goals in a fast-paced environment. The position is eligible for a $5,000 sign-on bonus for candidates who are already fully licensed and apply on or before December 31st.
Requirements
- Bachelor’s degree or an equivalent combination of education and professional work experience.
- At least 2 years of experience in financial services, retirement planning, or advisory environments.
- Demonstrated success in sales.
- Good understanding of IRAs, retirement investment products and services, and the qualified retirement plan environment.
- Experience managing multiple priorities and handling stressful situations and people on a daily basis.
- Working knowledge of Windows, Microsoft Office software, and PC file manipulation.
- Ability to quickly learn Empower’s record-keeping system and Salesforce software.
- Investment Adviser Representative (IAR) registration through the Series 65 or another qualifying examination or professional designation.
- FINRA fingerprinting upon hire.
- Must be authorized to work for any employer in the U.S.; the employer is unable to sponsor or take over sponsorship of employment visas, including CPT/OPT.
Nice To Haves
- Strong consulting skills.
- Motivated self-starter who can learn new information quickly and independently.
- Strong written, verbal, and presentation skills.
Responsibilities
- Build customer relationships through personalized service and respond to plan- and policy-related questions with listening, patience, empathy, authenticity, proactivity, and perseverance.
- Provide accurate information and communicate policies and procedures clearly and concisely.
- Retain assets by educating customers about plan-specific and general distribution options.
- Educate customers about distribution decisions, the advantages of employer-sponsored retirement plans and IRAs, and the tax implications of taking receipt of retirement investment proceeds.
- Deliver optimal solutions in every customer interaction.
- Collaborate with peers to solve problems and deliver results.
- Use innovative tools and services to identify options and strategies for customers’ retirement-planning needs.
- Meet monthly and annual sales and service goals.
- Handle inbound and outbound customer calls and follow through with those being assisted.
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.
- Business-casual environment with the option to wear jeans.
- Paid time off upon hire, ten paid company holidays, and three floating holidays per calendar year.
- 16 hours of paid volunteer time per calendar year.
- Leave programs including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA).
- Business Resource Groups open to all associates.
- Eligible for a $5,000 sign-on bonus if already fully licensed and applying on or before December 31st.
- Sales incentives and, in some instances, a bonus plan for sales positions.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
