Workplace Planning Consultant

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.

This role is eligible for a $5,000 licensing sign on bonus!  Sign-on bonus eligibility applies to candidates who apply from March 25 to July 31.

As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth consultation team, providing support to our customers at key life moments. Our Workplace Planning Consultants provide guidance on available account options for our customers’ retirement savings goals, such as 401K and IRA products.

At Empower, we believe in owning your career. New Consultants will have the opportunity to promote to a Senior Workplace Planning Consultant, increasing your overall income potential. The compensation package includes a base salary plus bonus, creating the opportunity to earn a generous paycheck. The bonus compensation component will be variable and tied to specific metric-related goals set by Empower.

• →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

• →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

***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.***