Workplace Planning Consultant

Empower is committed to transforming financial lives and creating a welcoming environment for its associates. The Workplace Planning Consultant role involves providing guidance on retirement savings options to customers during key life moments, helping them achieve their financial goals.

Responsibilities

• Provide over the phone guidance at key life moments to our customer, such as starting or ending employment regarding their employer-sponsored retirement account
• Discuss available account options, such as 401K and IRAs, to align to customer’s retirement savings goals
• Educate our customers on information specific to their retirement plan, comparing options to best support their savings goals
• Focus on deepening customer’s relationship with Empower

Skills

• Bachelor's degree or an equivalent combination of education and professional work experience
• Minimum of 1 year experience in performance/goal-oriented roles, ideally in asset growth and retention
• Current FINRA licenses and/or ability to successfully obtain FINRA 7, 63 & 65 (or 66) registrations within corporate-established timelines and complete FINRA fingerprinting upon hire
• Motivated, self-starter with the ability to learn new information quickly and independently
• Demonstrated relationship management and customer service skills
• Problem-solving skills and ability to engage with customers, ask questions, share thoughts, and offer solutions
• Previous experience with inbound and/or phone-based consultation
• Proficiency with Microsoft Suite of Products (Word, Excel, PowerPoint, Excel, etc.)
• Ability to quickly learn new systems and prior experience with SalesForce a plus
• Good understanding of IRAs, retirement investment products/services and the qualified retirement plan environment
• A growth mindset to meet company and team goals

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