Financial Consultant
5 days ago
At Empower, we're committed to helping our customers achieve their long-term financial goals. As a Financial Consultant, you'll play a vital role in providing personalized support and guidance to our clients, helping them navigate the complexities of retirement savings and wealth management.
Key Responsibilities:
- Provide expert advice on available account options, including 401(k) and IRA products, 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 building strong relationships with customers, understanding their needs, and delivering tailored solutions.
Requirements:
- Bachelor's degree or equivalent combination of education and professional work experience.
- Minimum 1 year of experience in sales, preferably inside sales.
- Current FINRA licenses and/or ability to successfully obtain FINRA 7 & 63 registrations within corporate-established timelines.
- Motivated self-starter with the ability to learn new information quickly and independently.
- Demonstrated sales, relationship management, and customer service skills.
What Sets You Apart:
- 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:
- Competitive base salary range: $52,000 - $64,000.
- Opportunity to participate in a bonus program and sales incentives.
- Comprehensive benefits package, including medical, dental, vision, and life insurance.
- Retirement savings plan with generous company matching contributions.
- Tuition reimbursement and paid time off.
- Business-casual environment and flexible work arrangements.
Join Our Team:
Empower is an equal opportunity employer committed to diversity and inclusion. We welcome applications from qualified candidates who share our values and are passionate about delivering exceptional customer experiences.
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