At a Glance
- Tasks: Help customers navigate their retirement savings options over the phone.
- Company: Join Empower, a company dedicated to transforming financial lives with a flexible and inclusive culture.
- Benefits: Enjoy remote work options, generous paid time off, and tuition reimbursement up to $5,250/year.
- Why this job: Grow your career while making a real impact on customers' financial futures in a supportive environment.
- Qualifications: Bachelor's degree or equivalent experience, plus at least 1 year in sales.
- Other info: This role offers a clear path for promotion and competitive compensation based on performance.
The predicted salary is between 42000 - 52000 £ per year.
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.
As a Financial Consultant (Retirement Consultant), you will be part of our growing Empower Personal Wealth sales team, providing support to our customers at key life moments. Our Financial Consultants provide assistance 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 Financial Consultants will have the opportunity to be promoted to Senior Financial Consultant, increasing your overall income potential. The compensation package includes a base salary plus incentive compensation, creating the opportunity to earn a generous paycheck. The incentive compensation component will be variable and tied to specific sales-related goals set by Empower.
What You Will Do
- Provide over the phone assistance at key life moments to our customers, 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 growing customer’s relationship with Empower.
What You Will Bring
- Bachelor's degree or an equivalent combination of education and professional work experience.
- Minimum of 1 years’ 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.
What Will Set You Apart
- Previous experience with inbound and/or phone-based sales.
- Proficiency with Microsoft Suite of Products (Word, Excel, PowerPoint, 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.
This position can be done remotely.
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 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.
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
Financial Consultant (Remote Eligible) employer: RemoteWorker US
Contact Detail:
RemoteWorker US Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Consultant (Remote Eligible)
✨Tip Number 1
Familiarise yourself with the key retirement products mentioned in the job description, such as 401(k) and IRAs. Understanding these products will not only help you in interviews but also demonstrate your commitment to helping customers achieve their financial goals.
✨Tip Number 2
Highlight any previous experience you have in sales, especially phone-based sales. Be prepared to discuss specific examples of how you've successfully engaged customers over the phone and met sales targets.
✨Tip Number 3
Showcase your problem-solving skills by preparing scenarios where you've had to think on your feet to assist a customer. This will illustrate your ability to handle real-life situations that may arise in the role.
✨Tip Number 4
Research Empower's company culture and values, particularly their focus on inclusivity and community involvement. Being able to align your personal values with theirs can make a strong impression during interviews.
We think you need these skills to ace Financial Consultant (Remote Eligible)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in sales and customer service, particularly any roles that involved phone-based interactions. Emphasise your ability to educate customers on financial products, as this is key for the Financial Consultant role.
Craft a Compelling Cover Letter: In your cover letter, express your passion for helping customers achieve financial freedom. Mention specific experiences that demonstrate your problem-solving skills and relationship management abilities, which are crucial for this position.
Highlight Relevant Qualifications: Clearly state your educational background and any relevant certifications, such as FINRA licenses. If you have experience with retirement investment products or systems like Salesforce, make sure to include that information.
Showcase Your Growth Mindset: In your application, convey your willingness to learn and adapt. Discuss how you’ve previously met sales goals or adapted to new challenges, as this aligns with the company’s emphasis on internal mobility and personal growth.
How to prepare for a job interview at RemoteWorker US
✨Know Your Financial Products
Familiarise yourself with 401(k) and IRA products, as well as other retirement savings options. Being able to discuss these in detail will show your expertise and help you connect with the interviewers.
✨Demonstrate Sales Skills
Prepare examples of your previous sales experiences, especially in phone-based or inside sales. Highlight how you successfully managed customer relationships and met sales goals to showcase your suitability for the role.
✨Showcase Problem-Solving Abilities
Be ready to discuss scenarios where you've had to solve customer issues or provide tailored solutions. This will demonstrate your critical thinking and customer service skills, which are essential for a Financial Consultant.
✨Emphasise a Growth Mindset
Express your willingness to learn and adapt, especially regarding new financial systems and tools like Salesforce. Companies value candidates who are eager to grow and contribute to team success.