Financial Coach

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

The Financial Coach is responsible for servicing Empower’s workplace participants in investment and financial wellness needs. They impact Empower’s key growth initiatives including client retention, lifetime value of a customer, net promoter score, and asset consolidation/growth. 

Candidates must be available to work the following Monday - Friday schedule for their location (actual schedule will be determined by business need):

• →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. 

• →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.

Normal Office Working Conditions

This job description is not intended to be an exhaustive list of all duties, responsibilities and qualifications of the job.  The employer has the right to revise this job description at any time.   You will be evaluated in part based on your performance of the responsibilities and/or tasks listed in this job description.   You may be required to perform other duties that are not included on this job description.  The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.

#PJPW

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***