Advisory and Planning Consultant

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 Advisory & Planning Consultant will strive to provide financial wellness and retirement solutions during all phases of a participant’s life. This team works with the employees of Empower's largest clients. Delivers personalized consultations detailing solutions best suited to the retirement planning needs of Empower clients. Provides guidance, advice, professional account management (MyTotalRetirement), financial wellness, and financial planning support. It encompasses all services that support first dollar in to last dollar out solutions for participants – including distributions into or out of plans, saving, investing, consolidating and investing in additional products or services based on the participant’s needs. Will be held accountable for meeting monthly and annual sales goals.

What you will do

• Leverage Empower’s CONSULT model to identify participant needs and help navigate them to appropriate next steps

• Provide financial wellness and planning to a target group of Empower customers

• Participates in, on average, 30 phone calls per day

• Obtain knowledge of the participant’s financial portfolio objectives, asset composition and past historical information

• Provide education and point in time advice on topics to help a retirement plan participant become best prepared for retirement, including: MyTotalRetirement (managed accounts), rollover into plan options, optimized investment allocation and savings amounts, financial planning, general financial wellness, health savings accounts, distribution options and additional products/solutions aligned with the customer’s needs

• Educate or advise participants on managed account solutions, when appropriate, and enroll participants into a managed account solution

• Provide a single point of contact for new enrollee, active or potential plan participant to successfully onboard into the plan and grow their assets in the plan to achieve their retirement goals

• Answer and respond appropriately to operational and procedural inquiries from current retirement plan participants via inbound/outbound calls in-order to identify and/or close a sales opportunity

• Initiate proactive/follow-up phone calls on behalf of the participant to current or prior provider to begin the necessary paperwork to transfer money into or out of Empower products

• Handle pending issues to ensure timely and satisfactorily completion of the rollover of funds into or out of the plan

• Demonstrate appropriate insight and judgment to resolve issues/problems through education/advice on appropriate solutions

• Update and maintain account history and daily activity records based on participant calls in order to develop and track future consultation opportunities

• Track and monitor the success rate and overall customer satisfaction through the sales process

• Partner with the designated Participant Service Center team to provide a seamless engagement with participants and ensure timely resolution of issues and questions

What you will bring

• Bachelor's degree or an equivalent combination of education and professional work experience

• 4+ years’ sales/service experience in financial services or 401(k) industry

• Proven ability to navigate multiple client needs and deliver on multi-product sales goals

• Demonstrated organizational skills; strong written, verbal and presentation skills

• FINRA Series 7, 63, and 65 registrations required

• CRPC designation required within established timelines

• FINRA fingerprinting upon hire

What will set you apart

• 1 - 2 years of previous inside sales experience

• MBA preferred

• CFP preferred

***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) –  BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

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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