[Remote] Financial Coach

Note: The job is a remote job and is open to candidates in USA. PanAgora Asset Management is dedicated to transforming financial lives by providing a flexible work environment and celebrating internal mobility. The Financial Coach will service Empower’s workplace participants, focusing on investment and financial wellness needs while contributing to key growth initiatives such as client retention and asset consolidation.

Responsibilities

• Primarily focuses on education, advice, and wellness conversations to help them choose appropriate financial planning and investment options
• Works with participants enrolled in in-plan managed account offerings at times of high volumes
• Uses online planning tools and conversation guides to enhance conversations and experiences
• Provides direct advice using Empower’s proprietary financial planning tools and helps customers adopt solutions in their best interests
• Primarily manages inbound queues and appointments to ensure critical service timeframes and customer experiences. Is comfortable making outbound calls as needed
• Adheres to compliance/risk procedures and exhibits detailed attention to policy and procedures by focusing on the participant’s best interest
• Identifies, executes and follows up on opportunities to contract additional client assets while providing client retirement planning discussions. Identifies trends and determines proactive solutions to maximize service quality and increase assets under management
• Meet monthly performance expectations and implement coaching to achieve goals
• Advance your career through internal development opportunities
• Provides direct advice using Empower’s proprietary tools

Skills

• Bachelor's degree or an equivalent combination of education and professional work
• FINRA 7 and 66 (or 63 and 65) registrations required within corporate-established timelines
• FINRA fingerprinting required
• Demonstrated success in performance roles or other similar experience
• Experience managing multiple priorities and ability to handle stressful situations and customer interactions consistently
• Consultative skills to understand needs and present customer-focused solutions
• Working knowledge of Microsoft Office software and ability to learn new technology systems
• Suitable at-home space to focus on work and be on camera in meetings
• Previous experience in inbound and outbound phone roles
• Normal office environment with majority of time spent working on computer and communicating by phone
• Limited, infrequent travel may be required

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)
• Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

Company Overview