Financial Consultant

February 28

🐊 Florida – Remote

Although this job is listed in Florida, this company may be open to hiring remote in other states.

🌲 North Carolina – Remote

Although this job is listed in North Carolina, this company may be open to hiring remote in other states.

+1 more states

🐊 Florida – Remote 🌲 North Carolina – Remote 🤠 Texas – Remote

💵 $52k - $64k / year

⏰ Full Time

🟢 Junior

💸 Financial Planning and Analysis

🦅 H1B Visa Sponsor

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Empower

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Empower is a financial services company that provides personalized investment and advice solutions to help individuals achieve financial freedom throughout their lives. It offers a range of wealth management services including private client investment management, socially responsible investing, retirement planning, and personal strategy services tailored for various investment needs. With innovative tools such as the Empower Personal Dashboard, clients can consolidate their financial information, plan for retirement, and make informed money decisions.

10,000+ employees

💸 Finance

💳 Fintech

📋 Description

• 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

🎯 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 • Previous experience with inbound and/or phone-based sales • 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 sales 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) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation.