Financial Consultant
1 week ago
At Empower, we're committed to helping our customers achieve their long-term financial goals. As a Financial Consultant, you'll play a critical role in providing guidance and support to our customers at key life moments.
What You'll Do- Provide expert advice on available account options for our customers' retirement savings goals, including 401K and IRA products.
- Help customers navigate the complexities of retirement planning and investment strategies.
- Develop and maintain strong relationships with our customers, understanding their unique financial needs and goals.
- Stay up-to-date on industry trends and regulatory changes, ensuring our customers receive the best possible advice.
- Bachelor's degree or equivalent combination of education and professional experience.
- Minimum 1 year of sales experience, preferably in an inside sales role.
- Current FINRA licenses and/or ability to obtain FINRA 7 & 63 registrations within corporate-established timelines.
- Motivated, self-starter with excellent communication and problem-solving skills.
- Demonstrated sales, relationship management, and customer service skills.
- Previous experience with inbound and/or phone-based sales.
- Proficiency with Microsoft Suite of Products, including Word, Excel, and PowerPoint.
- 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.
- Competitive base salary range: $52,000.00 - $64,000.00.
- Opportunity to earn a generous paycheck through incentive compensation.
- Comprehensive benefits package, including medical, dental, vision, and life insurance.
- Retirement savings 401(k) plan with generous company matching contributions.
- Tuition reimbursement up to $5,250/year.
- Business-casual environment with the option to wear jeans.
- Generous paid time off, including 10 paid company holidays and 3 floating holidays per year.
- Paid volunteer time: 16 hours per calendar year.
- Leave of absence programs, including paid parental leave and short- and long-term disability.
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