Retirement Planning Advisor

2 weeks ago

Tampa, Florida, United States Empower Retirement Full time

Elevate your professional journey with a dynamic organization

At Empower Retirement, we are dedicated to assisting individuals in achieving their long-term financial aspirations and offering tailored wealth management solutions. Each team member plays a vital role in enhancing the lives of our clients. With a focus on job fulfillment, you will find the opportunity to champion causes that resonate with you while enjoying a truly inclusive workplace. Your path to success begins here.

Key Responsibilities

As a Retirement Planning Advisor, you will join our expanding Empower Personal Wealth sales team, providing essential support to clients during pivotal life transitions. Your role will involve offering expert advice on various account options related to retirement savings, including 401(k) and IRA products. At Empower, we encourage you to take charge of your career trajectory. New Retirement Planning Advisors have the potential to advance to Senior Retirement Planning Advisor, enhancing your earning potential. The compensation structure comprises a base salary along with performance-based incentives, allowing for the possibility of a substantial income. The incentive component will be variable and linked to specific sales objectives established by Empower.

Deliver over-the-phone support during significant life events, such as initiating or concluding employment concerning their employer-sponsored retirement account Review available account options, including 401(k) and IRAs, to align with clients' retirement savings objectives Inform clients about specifics related to their retirement plans, comparing alternatives to best meet their savings goals Aim to strengthen the client relationship with Empower

Qualifications

Bachelor’s degree or a comparable combination of education and professional experience At least 1 year of experience in sales, preferably in an inside sales environment Current FINRA licenses and/or the ability to successfully acquire FINRA 7 & 63 registrations within corporate timelines and complete FINRA fingerprinting upon hiring Self-motivated individual with the capacity to quickly and independently absorb new information Proven skills in sales, relationship management, and customer service Strong problem-solving abilities and the capacity to engage with clients, ask insightful questions, share ideas, and propose solutions

Distinguishing Factors

Prior experience in inbound and/or phone-based sales Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, etc.) Quick adaptability to new systems, with prior experience in SalesForce being advantageous Solid understanding of IRAs, retirement investment products/services, and the qualified retirement plan landscape A growth-oriented mindset to achieve company and team sales targets

Remote Work Opportunity

Benefits Offered

We provide a comprehensive range of diverse and inclusive benefits to support our employees at every stage of their careers. We believe that enabling our employees to lead healthy, balanced lives translates to optimal 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 discretionary contributions, and a broad investment selection Tuition reimbursement up to $5,250/year Business-casual work environment with the option to wear jeans Generous paid time off upon hire, including a paid time off program, 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 unite individuals around shared interests, experiences, and identities, playing a crucial role in educating and engaging our workforce while advancing our business objectives.

Equal Opportunity Employer

We are committed to diversity and are an equal opportunity employer. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, 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 law.

***For remote and hybrid positions, reliable high-speed internet with a wired connection and a suitable workspace at home with minimal disruption are required. Necessary computer equipment will be provided. You may be required to work in the office if your home work environment does not meet the necessary standards.***

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