Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

The Partner Referral Specialist is responsible for contacting plan participants via outbound calling campaigns to educate participants on the distribution services available from the plan's third-party Premier Partner Advisors ("Premier Partners"). The supported Premier Partners represent the top one percent of all plan advisors for Empower. This position will generate referrals to the plan's Premier Partner Advisors through calling terminated plan participants. This role will be held accountable for meeting monthly and annual referral goals.

What you will do

• Make a high volume of outbound calls to terminated participants within the participating book of business, including initial outreach as well as follow-up calls and appointment setting where applicable.
• Generate interest by scheduling qualified appointments and/or making referrals, including leveraging Empower’s conversation model to reintroduce unsuccessful participant referrals to Empower and help navigate them to appropriate next steps and departments.
• Provide specialized and customized support for specific plans based on plan sponsor Premier Partner-collaborated messaging.
• Answer and respond appropriately to operational and procedural inquiries from current retirement plan participants via inbound/outbound calls to identify a referral opportunity.
• Develop, maintain, and foster positive/enhanced working relationships with participants, while retaining assets through education of available plan specific and/or Empower service options.

What you will bring

• Motivated, self-starter with the ability to learn new information quickly and independently
• 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
• Associate degree is preferred, but not required.

What will set you apart

• Previous financial experience and/or investment product service or sales knowledge preferred.
• Exceptional written, verbal and presentation skills
• Ability to interpret customer needs and identify possible solutions and referral opportunities
• Strong consulting skills
• Good understanding of retirement investment products/services and the qualified retirement plan environment, especially plan advisors

***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 at this time, including CPT/OPT.***

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• 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. BRGs play a vital role in educating and engaging our people and advancing our business priorities.

Base Salary Range

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer •  Drug-free workplace

We are 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. 

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as 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. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

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