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

Financial Consultant (Remote Eligible)

Rochdale Full-Time 42000 - 52000 £ / year (est.) Home office possible
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At a Glance

  • Tasks: Help customers navigate 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, 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.
  • 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 - 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.

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.
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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, practice engaging with potential customers and addressing their needs effectively.

✨Tip Number 3

Showcase your problem-solving skills by preparing examples of how you've successfully resolved customer issues in the past. This will highlight your ability to engage with customers and offer tailored solutions.

✨Tip Number 4

Research Empower's company culture and values, particularly their focus on inclusivity and community involvement. Being able to discuss how your personal values align with theirs can set you apart from other candidates.

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 IRAs and 401k products)
Motivated Self-Starter
Ability to Learn Quickly
Proficiency in Microsoft Office Suite
Experience with Salesforce
Adaptability
Time Management
Attention to Detail
Growth Mindset

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 job description.

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 role.

Highlight Relevant Qualifications: Clearly state your educational background and any relevant certifications, such as FINRA licenses. If you have experience with retirement accounts like 401(k)s and IRAs, make sure to include that information to stand out.

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 systems, as this reflects the growth mindset that Empower values.

How to prepare for a job interview at RemoteWorker US

✨Know Your Financial Products

Make sure you have a solid understanding of 401(k) and IRA products, as well as other retirement investment options. Be prepared to discuss how these products can help customers achieve their financial goals.

✨Demonstrate Sales Skills

Since this role involves sales, be ready to showcase your previous sales experience. Prepare examples of how you've successfully engaged with customers and met sales targets in the past.

✨Showcase Problem-Solving Abilities

During the interview, highlight your problem-solving skills. Think of scenarios where you've had to engage with customers, ask the right questions, and provide effective solutions to their needs.

✨Emphasise Your Growth Mindset

The company values a growth mindset, so express your eagerness to learn and adapt. Share examples of how you've embraced challenges and sought opportunities for personal and professional development.

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

    Rochdale
    Full-Time
    42000 - 52000 £ / year (est.)

    Application deadline: 2027-06-22

  • R

    RemoteWorker US

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