Financial Consultant

5 days ago


Loveland, Colorado, United States Empower Full time
Unlock Your Potential as a Financial Consultant

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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