Financial Services Representative

3 weeks ago

Englewood, Colorado, United States Empower Retirement Full time
Empower Your Career with a Growing Organization

We're seeking a highly motivated and customer-focused individual to join our team as a Registered Bilingual Financial Customer Service Professional. As a key member of our call center team, you will play a vital role in providing exceptional service to our customers' retirement savings accounts.

What You'll Do:

  • Collaborate with a team of associates to deliver outstanding customer service and support.
  • Develop a solid foundation through our paid associate training program and receive continuous coaching for your role and career trajectory.
  • Partner with clients to educate and empower them without making cold calls or sales.
  • Communicate critical plan updates and changes to customers.
  • Process contribution changes, loans, and withdrawals, as well as general account changes upon direction from the customer.

What We're Looking For:

  • Availability to work a 40-hour work week, outside of traditional business hours, Monday through Friday with an occasional Saturday.
  • Associates degree or higher, and at least one year of customer service experience (including but not limited to food service, retail, hospitality, teaching, military, or banking), or two or more years of customer service experience.
  • FINRA series 6 and 63 or higher equivalent licensure.
  • Fluency in both English and Spanish.
  • Capability to work overtime as required based on business need.

What Sets You Apart:

  • Financial Services or call center experience.
  • A passion for providing quality customer service.
  • Desire to engage with customers over the phone.
  • Capability to adapt communication style while servicing our diverse customer base.
  • Attention to detail and ability to learn and apply financial industry policies, processes, and procedures.

Benefits:

  • 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).

Base Salary Range: $40,000 - $54,925.00

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.

Equal opportunity employer * Drug-free workplace

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), 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.

  • Financial Services Representative

    4 weeks ago

    Englewood, Colorado, United States Empower Retirement Full time

    About the RoleEmpower Retirement is seeking a highly motivated and experienced Financial Services Representative to join our team as an Associate Financial Advisor - Advisory Services Outbound. In this role, you will be responsible for proactively reaching out to plan participants to educate them on new campaigns and deliver services through our advanced...

  • Financial Services Representative

    4 weeks ago

    Englewood, Colorado, United States Empower Retirement Full time

    Grow Your Career with Empower RetirementWe're seeking a talented individual to join our team as a Financial Services Representative. As a key member of our call center, you'll play a vital role in helping our customers achieve their long-term financial goals.About the RoleAs a Financial Services Representative, you'll work collaboratively with a team of...

  • Financial Services Representative

    1 week ago

    Englewood, Colorado, United States Chad Carlisle - State Farm Agent Full time

    Job OpportunityWe are seeking a highly motivated and results-driven Financial Services Representative to join our team at Chad Carlisle - State Farm Agent. As a key member of our team, you will be responsible for building and maintaining strong relationships with our customers, identifying their insurance needs, and providing personalized solutions to meet...

  • Registered Financial Services Representative

    4 weeks ago

    Englewood, Colorado, United States Empower Retirement Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Registered Financial Services Representative. As a key member of our call center team, you will play a critical role in providing exceptional service to our customers and helping them achieve their long-term financial goals.Key ResponsibilitiesCustomer...

  • Registered Bilingual Financial Services Representative

    3 weeks ago

    Englewood, Colorado, United States Empower Retirement Full time

    Grow Your Career with Empower RetirementAt Empower Retirement, we're committed to helping our customers achieve their long-term financial goals. As a Registered Bilingual Financial Services Representative, you'll play a critical role in delivering exceptional customer service and support to our clients.About the RoleThis is an exciting opportunity to join...

  • Bilingual Financial Services Representative

    4 weeks ago

    Englewood, Colorado, United States Empower Retirement Full time

    About the RoleWe are seeking a highly skilled and customer-focused Bilingual Financial Services Representative to join our team at Empower Retirement. As a key member of our customer support team, you will play a critical role in delivering exceptional service to our clients and their customers.Key ResponsibilitiesProvide timely and accurate responses to...

  • Bilingual Financial Services Representative

    3 weeks ago

    Englewood, Colorado, United States Empower Retirement Full time

    About the RoleWe are seeking a highly skilled and customer-focused Bilingual Financial Services Representative to join our team at Empower Retirement. As a key member of our customer support team, you will play a critical role in delivering exceptional service to our clients and their customers.Key ResponsibilitiesProvide timely and accurate responses to...

  • Financial Services Representative

    2 weeks ago

    Englewood, Colorado, United States Empower Retirement Full time

    Launch Your Financial Services CareerAt Empower Retirement, we're committed to helping our customers achieve their financial goals. As a Financial Customer Service Professional, you'll play a critical role in delivering exceptional service and support to our clients.What You'll DoWork collaboratively with a team of associates to provide top-notch customer...

  • Financial Services Representative

    2 weeks ago

    Englewood, Colorado, United States Empower Full time

    Empower Your CareerJoin Empower, a growing organization dedicated to changing lives through financial services. As a Financial Customer Service Professional, you'll play a vital role in helping individuals achieve their long-term financial goals.What You'll DoProvide exceptional service to customers in our call center, ensuring their retirement savings...

  • Financial Services Representative

    3 weeks ago

    Englewood, Colorado, United States Empower Retirement Full time

    Empower Your Career with a Growing OrganizationWe're seeking a talented individual to join our team as a Registered Financial Customer Service Professional. As a key member of our call center, you'll play a vital role in providing exceptional service to our customers' retirement savings accounts.What You'll DoProvide personalized support to customers,...

  • Mortgage Protection Sales Representative

    4 weeks ago

    Englewood, Colorado, United States Symmetry Financial Group -Simple Solutions Financial Services LLC Full time

    About the RoleWe are seeking highly motivated and career-driven individuals to join our Mortgage Protection team at Symmetry Financial Group - Simple Solutions Financial Services LLC.Job SummaryThis is a remote work opportunity that requires a commitment of 4-50 hours per week, depending on the level of involvement. As a Mortgage Protection Sales...

  • Financial Representative Trainee

    1 week ago

    Englewood, Colorado, United States Mutual of Omaha Full time

    Unlock Your Potential as a Financial Representative TraineeJoin Mutual of Omaha's comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum.What We...

  • Financial Representative Trainee

    1 week ago

    Englewood, Colorado, United States Mutual of Omaha Full time

    Financial Representative Trainee OpportunityWe are seeking a highly motivated and results-driven individual to join our team as a Financial Representative Trainee. As a key member of our sales team, you will be responsible for developing and implementing sales strategies to meet and exceed sales targets.Key Responsibilities:Participate in a comprehensive...

  • Financial Services Representative

    3 weeks ago

    Englewood, Colorado, United States Empower Retirement Full time

    Grow Your Career with Empower RetirementAt Empower Retirement, we're dedicated to helping individuals achieve their long-term financial goals. As a Financial Customer Service Professional, you'll play a vital role in providing exceptional service to our customers, empowering them to make informed decisions about their retirement savings.What You'll...

  • Financial Representative Trainee

    1 week ago

    Englewood, Colorado, United States Mutual of Omaha Full time

    Financial Representative Trainee OpportunityWe are seeking a highly motivated and results-driven individual to join our team as a Financial Representative Trainee. As a key member of our sales team, you will be responsible for developing and implementing sales strategies to meet and exceed sales targets.Key Responsibilities:Participate in a comprehensive...

  • Financial Representative Trainee

    1 week ago

    Englewood, Colorado, United States Mutual of Omaha Full time

    Financial Representative Trainee OpportunityWe are seeking a highly motivated and results-driven individual to join our team as a Financial Representative Trainee. As a key member of our sales team, you will be responsible for developing and implementing sales strategies to meet and exceed sales targets.Key Responsibilities:Participate in a comprehensive...

  • Financial Services Trainee

    14 hours ago

    Englewood, Colorado, United States Mutual of Omaha Full time

    Financial Representative TraineeAs a Financial Representative Trainee, you will participate in a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured...

  • Bilingual Financial Services Representative

    2 weeks ago

    Englewood, Colorado, United States Empower Retirement Full time

    Grow Your Career with Empower RetirementWe're a growing organization that's changing lives for the better. Our associates contribute to helping people reach their long-term financial goals and provide personal wealth management strategies. You'll enjoy a truly inclusive work environment and the freedom to support causes that matter to you.Key...

  • Financial Representative Trainee Position

    7 days ago

    Englewood, Colorado, United States Mutual of Omaha Full time

    Join Our Team as a Financial Representative TraineeWe are seeking a highly motivated and results-driven individual to join our team as a Financial Representative Trainee. As a key member of our sales team, you will be responsible for developing the skills and competencies necessary to excel in selling Individual Insurance products.What We OfferA...

  • Customer Service Representative

    2 weeks ago

    Englewood, Colorado, United States The Auto Club Group Full time

    Job Title: Branch Customer Service RepresentativeWe are seeking a highly motivated and customer-focused Branch Customer Service Representative to join our team at The Auto Club Group. As a key member of our branch team, you will be responsible for providing exceptional customer service, promoting our products and services, and contributing to the growth and...