What are the responsibilities and job description for the Financial Services Professional position at Empower?
At Empower, we believe in empowering individuals to take control of their financial lives. As a Financial Consultant (Retirement Consultant), you will play a vital role in helping our customers achieve their retirement savings goals. Our team is dedicated to providing exceptional service and support, and we are looking for talented individuals who share our passion for delivering results-driven solutions.
We offer a dynamic and inclusive work environment that fosters collaboration, innovation, and growth. Our employees enjoy a range of benefits, including competitive compensation, comprehensive training programs, and opportunities for career advancement. Whether you're just starting your career or looking to make a change, we invite you to join our team and be part of something special.
Job Summary:
- Provide over-the-phone assistance 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 long-term relationships with customers and provide ongoing support to help them achieve their financial objectives.
Requirements:
- Bachelor's degree or equivalent combination of education and professional work experience.
- Minimum 1 year of sales experience, preferably inside sales.
- Current FINRA licenses and/or ability to 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.
