Hybrid Financial Consultant

at Empower

• Job title: Financial Consultant
• Job type: Full Time
• Experience level: Junior
• Salary: $52,000 - $64,000 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Atlanta, United States

About the role

• Financial Consultant advising customers on 401(k) and IRA options. Remote role at Empower supporting retirement plan decisions and sales goals.

Responsibilities

• Provide over-the-phone guidance at key life moments to customers regarding employer-sponsored retirement accounts
• Discuss available account options (401(k), IRAs) to align with customers' retirement savings goals
• Educate customers on information specific to their retirement plan and compare options to support savings goals
• Focus on deepening customers' relationships with Empower
• Support Empower Personal Wealth sales team and work toward sales-related goals tied to incentive compensation
• Opportunity to promote to Senior Financial Consultant and increase income potential
• Use CRM and internal systems to manage customer interactions and sales processes

Requirements

• Bachelor's degree or an 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 Series 7, 63 & 65 (or 66) registrations within corporate-established timelines and complete FINRA fingerprinting upon hire
• Motivated, self-starter with 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
• Previous experience with inbound and/or phone-based sales (preferred)
• Proficiency with Microsoft Suite (Word, Excel, PowerPoint)
• Ability to quickly learn new systems; prior experience with SalesForce a plus
• Good understanding of IRAs, retirement investment products/services and the qualified retirement plan environment
• Applicants must be authorized to work for any employer in the U.S.; employer will not sponsor visas
• Reliable high-speed internet with wired connection and adequate home work environment required

Benefits

• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and broad investment lineup
• Tuition reimbursement up to $5,250/year
• Generous paid time off upon hire (paid time off program, ten paid company holidays, three floating holidays)
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs including paid parental leave, paid short- and long-term disability, and FMLA
• Business-casual environment with option to wear jeans
• Business Resource Groups (BRGs)
• Incentive compensation and sales incentives (variable, tied to sales goals)
• Other necessary computer equipment provided