Financial Consultant

2 weeks ago


Stamford, Connecticut, United States Empower Full time
Empower Your Career

Join Empower, a growing organization that's changing lives for the better. As a Financial Consultant, you'll play a vital role in helping people achieve their long-term financial goals.

Key Responsibilities
  • Provide guidance on available account options for customers' retirement savings goals, such as 401K and IRA products.
  • Offer over-the-phone support at key life moments, such as starting or ending employment, regarding their employer-sponsored retirement account.
  • Discuss available account options 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 and Empower.
Requirements
  • Bachelor's degree or equivalent combination of education and professional work experience.
  • Minimum 1 year experience in sales, preferably inside sales.
  • Current FINRA licenses and/or ability to successfully obtain FINRA 7 & 63 registrations within established timelines.
  • Motivated, self-starter with 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.
  • 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.
  • Growth mindset to meet company and team sales goals.
What We Offer
  • Medical, dental, vision, and life insurance.
  • Retirement savings plan with generous company matching contributions.
  • Tuition reimbursement up to $5,250/year.
  • Business-casual work environment with option to wear jeans.
  • Generous paid time off, including 10 paid company holidays and 3 floating holidays each calendar year.
  • Paid volunteer time.
  • Leave of absence programs, including paid parental leave and FMLA.

Empower is an equal opportunity employer with a commitment to diversity. All qualified applicants will receive consideration for employment without regard to age, 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.



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