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Retirement Planning Advisor

2 months ago

Tampa, Florida, United States Empower Retirement Full time

Elevate your professional journey with a dynamic organization

At Empower Retirement, we are dedicated to assisting individuals in achieving their long-term financial aspirations and offering tailored wealth management solutions. Each team member plays a crucial role in positively impacting the lives of our clients. Job satisfaction is paramount, and you will find fulfillment in championing causes that resonate with you while thriving in an inclusive workplace. Your career advancement begins here.

Key Responsibilities

As a Retirement Planning Advisor, you will join our expanding Empower Personal Wealth sales team, delivering essential support to clients during pivotal life transitions. Your role will involve advising clients on various account options available for their retirement savings objectives, including 401(k) and IRA products. At Empower, we encourage you to take charge of your career. New Retirement Planning Advisors will have the chance to advance to a Senior Retirement Planning Advisor position, enhancing your earning potential. The compensation structure comprises a base salary complemented by performance-based incentives, allowing for a substantial income. The incentive component will be variable and linked to specific sales targets established by Empower.

  • Provide telephonic guidance during critical life events, such as employment transitions, regarding employer-sponsored retirement accounts.
  • Discuss available account options, including 401(k) and IRAs, to align with clients' retirement savings objectives.
  • Educate clients on details pertinent to their retirement plans, comparing options to best support their savings strategies.
  • Focus on strengthening clients' relationships with Empower.

Qualifications

  • Bachelor's degree or an equivalent combination of education and relevant professional experience.
  • A minimum of 1 year of experience in sales, preferably in an inside sales capacity.
  • Current FINRA licenses and/or the ability to successfully obtain FINRA 7 & 63 registrations within company-established timelines and complete FINRA fingerprinting upon hire.
  • Self-motivated individual with the ability to quickly and independently acquire new knowledge.
  • Proven sales, relationship management, and customer service capabilities.
  • Strong problem-solving skills with the ability to engage clients, ask insightful questions, share ideas, and propose solutions.

Distinguishing Factors

  • Prior experience in inbound and/or phone-based sales.
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, etc.).
  • Quick adaptability to new systems; prior experience with SalesForce is advantageous.
  • Solid understanding of IRAs, retirement investment products/services, and the qualified retirement plan landscape.
  • A growth-oriented mindset aimed at achieving company and team sales objectives.

Remote Work Opportunity

This position offers the flexibility to work remotely.

Employee Benefits

We provide a diverse range of inclusive benefits to support our employees at every stage of their careers. We believe that enabling our employees to maintain a healthy work-life balance leads to optimal performance.

  • Comprehensive medical, dental, vision, and life insurance.
  • Retirement savings options – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential discretionary contributions, and a wide investment selection.
  • Tuition reimbursement up to $5,250 annually.
  • Business-casual work environment with the option to wear jeans.
  • Generous paid time off from the start, including a paid time off program, ten paid company holidays, and three floating holidays each year.
  • Paid volunteer time – 16 hours per year.
  • Leave of absence programs, including paid parental leave, short- and long-term disability, and Family and Medical Leave (FMLA).
  • Business Resource Groups (BRGs) that foster internal networks around shared interests, experiences, and identities, playing a vital role in education and engagement.

Compensation Overview

The base salary range for this position typically falls between $52,000 and $64,000. Non-sales roles may participate in a bonus program, while sales positions are eligible for performance incentives, with total compensation potentially exceeding base salary based on individual performance. Actual compensation may vary based on geographic location, work experience, education, licensure requirements, and skill level, and will be finalized at the time of offer.

We are proud to be an equal opportunity employer committed to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender identity, gender expression, marital status, pregnancy, religion, disability, military status, genetic information, or any other status protected by applicable law.

Remote Work Requirements

For remote positions, reliable high-speed internet with a wired connection is required, along with a suitable workspace at home to minimize disruptions. You must have dependable connectivity from a fiber, cable, or DSL internet service provider. Necessary computer equipment will be provided. You may be required to work in the office if your home environment or internet connection is inadequate.