Experienced Financial Consultant – Retirement Planning and Wealth Management Expert (Remote Eligible)
Join Our Growing Team of Financial Experts and Unlock Your Career Potential
Are you a motivated and results-driven individual looking for a new challenge in the financial industry? Do you have a passion for helping people achieve their long-term financial goals? If so, we invite you to join our team as an Experienced Financial Consultant – Retirement Planning and Wealth Management Expert. This is a fully remote role, offering you the flexibility to work from anywhere and enjoy a better work-life balance.
About Us
At Empower Personal Wealth, we're dedicated to helping individuals achieve their financial goals and live a more secure and fulfilling life. Our team of experienced financial experts provides guidance and support to our customers at key life moments, helping them make informed decisions about their retirement savings and wealth management. We believe in owning your career and providing our employees with the means to lead healthy, balanced lives, resulting in the best possible work performance.
What You'll Do
As an Experienced Financial Consultant – Retirement Planning and Wealth Management Expert, you'll be part of our growing Empower Personal Wealth sales team, providing support to our customers at key life moments. Your primary responsibilities will include:
Providing over-the-phone guidance to customers at key life moments, such as starting or ending employment, regarding their employer-sponsored retirement account
Discussing available account options, such as 401K and IRAs, to align with customers' retirement savings goals
Educating customers on information specific to their retirement plan, comparing options to best support their savings goals
Focusing on deepening customers' relationships with Empower
What You'll Bring
To succeed in this role, you'll need to bring the following skills and qualifications:
Bachelor's degree or an equivalent combination of education and professional work experience
Minimum of 1 year experience in sales, preferably inside sales
Current FINRA licenses and/or ability to successfully obtain FINRA 7 & 63 registrations within corporate-established timelines and complete FINRA fingerprinting upon hire
Motivated, self-starter with the ability to learn new information quickly and independently
Demonstrated sales, relationship management, and customer service skills
Problem-solving skills and ability to engage with customers, ask questions, share thoughts, and offer solutions
What Will Set You Apart
To excel in this role, you'll need to have:
Previous experience with inbound and/or phone-based sales
Proficiency with Microsoft Suite of Products (Word, Excel, PowerPoint, etc.)
Ability to quickly learn new systems and prior experience with SalesForce a plus
Good understanding of IRAs, retirement investment products/services, and the qualified retirement plan environment
A growth mindset to meet company and team sales goals
What We Offer
We're committed to providing our employees with a comprehensive benefits package, including:
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) – internal networks that rally around common interest, experiences, and identities such as race, ethnicity, gender, ability, military status, and sexual orientation
Compensation and Benefits
The base salary range for this position is $52,000.00 - $64,000.00. Non-sales positions have the opportunity to participate in a bonus program, while sales positions are eligible for sales incentives and a bonus plan, which may result in total compensation exceeding base salary depending on individual performance.
Equal Opportunity Employer
We're an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
Remote Work Requirements
This is a remote role, and you'll need to provide reliable high-speed internet with a wired connection and a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable, or DSL internet. Other necessary computer equipment will be provided.
Take the Next Step
Are you ready to join our team and unlock your career potential? Apply now and let's discuss how you can become a vital part of our success story.
Apply Now
Apply Now
Are you a motivated and results-driven individual looking for a new challenge in the financial industry? Do you have a passion for helping people achieve their long-term financial goals? If so, we invite you to join our team as an Experienced Financial Consultant – Retirement Planning and Wealth Management Expert. This is a fully remote role, offering you the flexibility to work from anywhere and enjoy a better work-life balance.
About Us
At Empower Personal Wealth, we're dedicated to helping individuals achieve their financial goals and live a more secure and fulfilling life. Our team of experienced financial experts provides guidance and support to our customers at key life moments, helping them make informed decisions about their retirement savings and wealth management. We believe in owning your career and providing our employees with the means to lead healthy, balanced lives, resulting in the best possible work performance.
What You'll Do
As an Experienced Financial Consultant – Retirement Planning and Wealth Management Expert, you'll be part of our growing Empower Personal Wealth sales team, providing support to our customers at key life moments. Your primary responsibilities will include:
Providing over-the-phone guidance to customers at key life moments, such as starting or ending employment, regarding their employer-sponsored retirement account
Discussing available account options, such as 401K and IRAs, to align with customers' retirement savings goals
Educating customers on information specific to their retirement plan, comparing options to best support their savings goals
Focusing on deepening customers' relationships with Empower
What You'll Bring
To succeed in this role, you'll need to bring the following skills and qualifications:
Bachelor's degree or an equivalent combination of education and professional work experience
Minimum of 1 year experience in sales, preferably inside sales
Current FINRA licenses and/or ability to successfully obtain FINRA 7 & 63 registrations within corporate-established timelines and complete FINRA fingerprinting upon hire
Motivated, self-starter with the ability to learn new information quickly and independently
Demonstrated sales, relationship management, and customer service skills
Problem-solving skills and ability to engage with customers, ask questions, share thoughts, and offer solutions
What Will Set You Apart
To excel in this role, you'll need to have:
Previous experience with inbound and/or phone-based sales
Proficiency with Microsoft Suite of Products (Word, Excel, PowerPoint, etc.)
Ability to quickly learn new systems and prior experience with SalesForce a plus
Good understanding of IRAs, retirement investment products/services, and the qualified retirement plan environment
A growth mindset to meet company and team sales goals
What We Offer
We're committed to providing our employees with a comprehensive benefits package, including:
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) – internal networks that rally around common interest, experiences, and identities such as race, ethnicity, gender, ability, military status, and sexual orientation
Compensation and Benefits
The base salary range for this position is $52,000.00 - $64,000.00. Non-sales positions have the opportunity to participate in a bonus program, while sales positions are eligible for sales incentives and a bonus plan, which may result in total compensation exceeding base salary depending on individual performance.
Equal Opportunity Employer
We're an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
Remote Work Requirements
This is a remote role, and you'll need to provide reliable high-speed internet with a wired connection and a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable, or DSL internet. Other necessary computer equipment will be provided.
Take the Next Step
Are you ready to join our team and unlock your career potential? Apply now and let's discuss how you can become a vital part of our success story.
Apply Now
Apply Now