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Financial Consultant

2 months ago

Tallahassee, Florida, United States Empower Full time
About the Role

We are seeking a highly motivated and results-driven Financial Consultant to join our team at Empower. As a key member of our sales team, you will play a critical role in helping our customers achieve their long-term financial goals.

Key Responsibilities
  • Provide expert guidance and support to customers at key life moments, such as starting or ending employment, regarding their employer-sponsored retirement account.
  • Discuss and recommend available account options, such as 401K and IRAs, to align with customers' retirement savings goals.
  • Educate customers on information specific to their retirement plan, comparing options to best support their savings goals.
  • Focus on deepening customers' relationships with Empower.
Requirements
  • Bachelor's degree or an equivalent combination of education and professional work experience.
  • Minimum of 1 year experience in sales, preferably inside sales.
  • Current FINRA licenses and/or ability to successfully obtain FINRA 7 & 63 registrations within corporate-established timelines and complete FINRA fingerprinting upon hire.
  • Motivated, self-starter with the ability to learn new information quickly and independently.
  • Demonstrated sales, relationship management, and customer service skills.
  • Problem-solving skills and ability to engage with customers, ask questions, share thoughts, and offer solutions.
Preferred Qualifications
  • Previous experience with inbound and/or phone-based sales.
  • Proficiency with Microsoft Suite of Products (Word, Excel, PowerPoint, etc.).
  • 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.
What We Offer
  • 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.
Compensation

The salary range for this position is $52,000.00 to $64,000.00 per year. 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.

Equal Opportunity Employer

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.