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Financial Consultant

2 months ago

Tampa, Florida, United States Empower Retirement Full time

About Empower Retirement

Empower Retirement is a leading provider of retirement solutions, dedicated to helping individuals achieve their long-term financial goals. Our team of experts is committed to delivering exceptional service and support to our customers.

Job Summary

We are seeking a highly motivated and experienced Financial Consultant to join our 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 to achieve their retirement savings goals.

Key Responsibilities

  • Provide over-the-phone guidance to customers at key life moments, such as starting or ending employment, regarding their employer-sponsored retirement account.
  • Discuss available account options, such as 401(k) 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.
  • Foster deep relationships with customers to understand their needs and provide personalized solutions.

Requirements

  • Bachelor's degree or 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.

Base Salary Range

$52,000.00 - $64,000.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. 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. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements, and/or skill level and will be finalized at the time of offer.