Sr Workplace Planning Consultant
About The Position
The Senior Workplace Planning Consultant delivers comprehensive retirement and financial wellness advice and education to participants within employer-sponsored plans, guiding them through key decision points that influence their long-term financial success. In this role, associates demonstrate strong planning acumen, confidently guide participants through managed account solutions, and deepen relationships through proactive, personalized engagements that support overall financial well-being. The successful Consultant likes helping customers achieve their retirement goals, is a self-starter with excellent organizational skills, and has a competitive personality. Must be upbeat, ambitious, and enjoy a fast-paced environment. Responsibilities include both inbound and outbound calls and require excellent follow-through with those they are assisting.
Requirements
- Bachelor's degree or an equivalent combination of education and professional work experience
- 2+ years of experience in financial services, retirement planning, or advisory environments
- Demonstrated success in sales
- Good understanding of IRAs, retirement investment products/services and the qualified retirement plan environment
- Demonstrated experience managing multiple priorities and ability to handle stressful situations and people on a daily basis
- Good working knowledge of Windows, Microsoft Office Software (Word, Excel, PowerPoint, Excel, etc.) and various file manipulation skills on a PC
- Ability to quickly learn Empower's record keeping system, Salesforce software
- FINRA 7 & 66 (or 63 & 65) registrations required
- FINRA fingerprinting upon hire
- 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 currently, including CPT/OPT.
Nice To Haves
- Strong consulting skills
- Motivated, self-starter with the ability to learn new information quickly and independently
- Strong written, verbal and presentation skills
Responsibilities
- Cultivate relationships with customers by delivering personalized service and respond to a variety of plan and policy-related questions by exhibiting listening, patience, empathy, authenticity, proactivity and perseverance
- Relay accurate information and provide clear and concise communication of policies and procedures
- Retain assets through education and guidance of available plan specific and general distribution options
- Engage in a dialogue to educate customers in making informed distribution decisions and the advantages of participation in a company sponsored retirement plan or an individual retirement account versus the tax implications of taking receipt of the proceeds from their retirement investments
- Deliver optimal solutions to customers in every interaction
- Engage with peers in the organization to problem solve and deliver results
- Use innovative tools and services to find the best options and strategies to help customers with their retirement-planning needs
- Meet monthly and annual sales and service goals
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.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
Associate degree
