Workplace Planning Consultant (Roll-over) | 401K/Retirement Plans | Inhouse

Grow your career with a growing organization

And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

Empower offers highly competitive benefits and total compensation packages.

• Work with active and terminated participants of employer-sponsored retirement plans to provide service, support recommendations on variety of needs including distribution and rollover options, consolidation, investment conversations, savings, and contributions strategies
• Cultivate relationships with customers by delivering personalized service and respond to a variety of plan and policy-related questions by exhibiting listening, patience, empathy, authenticity, proactivity, and perseverance with external and internal customers
• Relay accurate information and provide clear and concise communication of policies and procedures
• Manage inbound conversations, make outbound calls, handle service requests, research and resolve issues, develop and implement strategies to assist the customer with achieving their retirement goals
• Deliver optimal solutions to customers in every interaction
• Identify referral opportunities to partners who provide next step or in-depth complex solutions such as financial wellness, taxable investment strategies, or financial planning
• Meet monthly and annual asset growth and retention/service goals

• Bachelor's degree or an equivalent combination of education and professional work experience
• Demonstrated success in performance/goal-oriented roles, ideally in asset growth and retention
• Good working knowledge of Windows, Microsoft Office Software (Word, Excel, PowerPoint, Excel, etc.) and various file manipulation skills on a PC
• Demonstrated experience managing multiple priorities and ability to handle stressful situations and people daily
• Strong written, verbal, and presentation skills
• Fluent in English
• Ability to work overnight hours
• FINRA Series 7 and 66 (or 63 and 65) required within corporate-established timelines
• FINRA fingerprinting required upon hire

• Ability to quickly learn Empower's record keeping system and Salesforce software
• Solid consulting skills
• Motivated, self-starter with the ability to learn new information quickly and independently
• Good understanding of IRAs, retirement investment products/services and the qualified retirement plan environment.

What we offer you

• 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
• 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.