Financial Consultant (Remote Eligible)
Financial Consultant (Remote Eligible)

Financial Consultant (Remote Eligible)

Guiseley Full-Time 42000 - 56000 £ / year (est.) Home office possible
R

At a Glance

  • Tasks: Help customers navigate retirement savings options over the phone.
  • Company: Join Empower, a company dedicated to transforming financial lives and promoting internal growth.
  • Benefits: Enjoy remote work flexibility, generous paid time off, and tuition reimbursement.
  • Why this job: Make a real impact on customers' financial futures while growing your career in a supportive environment.
  • Qualifications: Bachelor's degree or equivalent experience; 1 year of sales experience preferred.
  • Other info: This role offers a base salary plus performance-based incentives.

The predicted salary is between 42000 - 56000 £ 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.

Base Salary Range

$52,000.00 - $64,000.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

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 (40 and over), 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

Empower is an exceptional employer that prioritises the well-being and growth of its employees, offering a flexible work environment and a strong commitment to work-life balance. With opportunities for internal mobility and a culture that celebrates diversity and inclusion, associates can thrive both personally and professionally while making a meaningful impact in the lives of customers. The generous benefits package, including competitive compensation, paid volunteer time, and comprehensive health coverage, further enhances the rewarding experience of being part of the Empower team.
R

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 retirement products mentioned in the job description, such as 401(k) and IRAs. Understanding these options will not only help you during the interview but also demonstrate your commitment to helping customers achieve their financial goals.

✨Tip Number 2

Brush up on your sales techniques, especially for phone-based interactions. Since this role involves providing assistance over the phone, being able to effectively communicate and engage with customers will set you apart from other candidates.

✨Tip Number 3

Showcase your problem-solving skills by preparing examples of how you've successfully handled customer inquiries or challenges in previous roles. This will highlight your ability to think on your feet and provide solutions, which is crucial for a Financial Consultant.

✨Tip Number 4

Research Empower's company culture and values, particularly their focus on internal mobility and community involvement. Being able to articulate how your personal values align with theirs can make a strong impression during the interview process.

We think you need these skills to ace Financial Consultant (Remote Eligible)

Sales Skills
Customer Service Skills
Relationship Management
Problem-Solving Skills
Communication Skills
Financial Knowledge (specifically in IRAs and retirement products)
Motivated Self-Starter
Ability to Learn Quickly
Proficiency in Microsoft Office Suite
Experience with Salesforce
Adaptability
Attention to Detail
Time Management
Understanding of Qualified Retirement Plans

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 aligns with the responsibilities of a Financial Consultant.

Craft a Compelling Cover Letter: In your cover letter, express your passion for helping customers achieve financial freedom. Mention specific examples of how you've successfully managed customer relationships or solved problems in previous roles, showcasing your skills in sales and relationship management.

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 to set yourself apart from other candidates.

Showcase Your Growth Mindset: Demonstrate your willingness to learn and adapt by mentioning instances where you've taken initiative to improve your skills or knowledge. This is particularly important for a role that encourages internal mobility and personal growth within the company.

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 confidently 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've successfully engaged customers 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 solutions. This will demonstrate your ability to think on your feet and engage effectively with clients.

✨Emphasise a Growth Mindset

Express your willingness to learn and adapt, especially regarding new systems like Salesforce. Showing that you're eager to grow within the company aligns with their values of internal mobility and career development.

Financial Consultant (Remote Eligible)
RemoteWorker US
R
  • Financial Consultant (Remote Eligible)

    Guiseley
    Full-Time
    42000 - 56000 £ / year (est.)

    Application deadline: 2027-06-21

  • R

    RemoteWorker US

Similar positions in other companies
UK’s top job board for Gen Z
discover-jobs-cta
Discover now
>