Financial Consultant
24 hours ago
We are seeking a highly motivated and customer-focused Financial Consultant to join our growing Empower Personal Wealth sales team. As a Financial Consultant, you will play a critical role in providing guidance and support to our customers at key life moments, helping them achieve their retirement savings goals.
Key Responsibilities- Provide over-the-phone guidance to customers regarding their employer-sponsored retirement accounts, including 401K and IRA products.
- Discuss available account options and educate customers on information specific to their retirement plan, aligning with their savings goals.
- Educate customers on the benefits of our products and services, comparing options to best support their retirement savings goals.
- Foster deep relationships with customers, understanding their needs and providing personalized solutions.
- Bachelor's degree or equivalent combination of education and professional work 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.
- Competitive base salary and incentive compensation package.
- Opportunity to promote to a Senior Financial Consultant, increasing overall income potential.
- Generous paid time off, including 10 paid company holidays and 3 floating holidays per year.
- Paid volunteer time and leave of absence programs, including paid parental leave and short- and long-term disability.
- Business-casual environment with the option to wear jeans.
Empower is a growing organization committed to providing our employees with the means to lead healthy, balanced lives. We believe in owning your career and offer a diverse and inclusive benefits package to support your success.
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