Senior Workplace Planning Consultant

Empower • Overland Park, KS

7d • $65,600 - $92,675

About The Position

The Senior Workplace Planning Consultant delivers retirement and financial wellness advice and education to participants in employer-sponsored plans, guiding them through important decisions that affect their long-term financial success. The consultant applies strong planning skills, explains managed account solutions, and builds relationships through proactive, personalized engagements that support financial well-being. The role involves inbound and outbound calls and requires strong follow-through in a fast-paced environment. Shifts are assigned according to business needs within operating hours of 6:00 a.m. to 7:00 p.m. Mountain Time.

The position is eligible for a $5,000 sign-on bonus for candidates who are already fully licensed and apply by December 31. Applicants must be authorized to work for any U.S. employer; visa sponsorship or takeover of sponsorship is not available. For remote or hybrid positions, associates must have reliable high-speed wired internet and a suitable home workspace; other necessary computer equipment will be provided. Associates may be required to work in the office if their home workspace or internet connection is inadequate.

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 and Microsoft Office software, including Word, Excel, and PowerPoint, and file manipulation skills on a PC.
• Ability to learn Empower's record-keeping system and Salesforce software quickly.
• Investment Adviser Representative (IAR) registration through the Series 65 or another qualifying examination or professional designation.
• FINRA fingerprinting upon hire.
• Authorization to work for any U.S. employer; the company is unable to sponsor or take over sponsorship of an employment visa.

Nice To Haves

• Strong consulting skills.
• Motivated self-starter who can learn new information quickly and independently.
• Strong written, verbal, and presentation skills.

Responsibilities

• Cultivate customer relationships through personalized service and respond to plan- and policy-related questions with listening, patience, empathy, authenticity, proactivity, and perseverance.
• Communicate accurate information about policies and procedures clearly and concisely.
• Retain assets by educating customers about plan-specific and general distribution options.
• Educate customers so they can make informed distribution decisions, including explaining the advantages of employer-sponsored retirement plans or individual retirement accounts compared with the tax implications of taking receipt of retirement investment proceeds.
• Deliver optimal solutions in each customer interaction.
• Collaborate with peers to solve problems and deliver results.
• Use tools and services to identify options and strategies for customers' retirement-planning needs.
• Meet monthly and annual sales and service goals.
• Handle both inbound and outbound customer calls and follow through with customers 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.
• Paid time off upon hire, ten paid company holidays, and three floating holidays each 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 fully licensed candidates who apply by December 31 may receive a $5,000 sign-on bonus.
• Sales positions are eligible for sales incentives and, in some instances, a bonus plan.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior