Financial Consultant

November 9

🇺🇸 United States – Remote

💵 $52k - $64k / year

⏰ Full Time

🟢 Junior

💸 Financial Planning and Analysis

🦅 H1B Visa Sponsor

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Description

• Provide over the phone guidance at key life moments to our customer • 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

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 7 & 63 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 sales, relationship management and customer service skills • Problem-solving skills and ability to engage with customers, ask questions, share thoughts & offer solutions

Benefits

• Medical, dental, vision and life insurance • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%) • 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) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation.

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