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- Tasks: Guide customers on retirement savings options like 401K and IRAs over the phone.
- Company: Join RemoteWorker US, a company focused on transforming financial lives with a flexible work culture.
- Benefits: Enjoy remote work, generous paid time off, tuition reimbursement, and comprehensive health benefits.
- Why this job: Empower your career while helping others achieve financial freedom in a supportive environment.
- Qualifications: Bachelor's degree or equivalent experience, plus at least 1 year in sales.
- Other info: This role is fully remote; applicants must have reliable internet access.
The predicted salary is between 42000 - 56000 ÂŁ per year.
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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.
What You Will Do
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 guidance on available account options for our customer’s 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 promote to a 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.
- 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
What You Will Bring
- Bachelor\’s degree or an equivalent combination of education and professional work experience
- Minimum of 1 year 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, 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 sales goals
This position can be done remotely.
***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.***
Remote
#PJFC
What We Offer You
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
- 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) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
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.
Equal opportunity employer
- Drug-free workplace
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.
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
Job Posting End Date at 12:01 am on:
09-30-2025
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Workplace Flexibility: Remote – Nationwide
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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 like 401(k)s and IRAs. Understanding these options will not only help you in interviews 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 guidance over the phone, being able to engage customers effectively will set you apart from other candidates.
✨Tip Number 3
Showcase your problem-solving skills during any discussions or interviews. Be prepared to share examples of how you've successfully navigated challenges in previous roles, particularly in sales or customer service.
✨Tip Number 4
Highlight your ability to learn quickly and adapt to new systems. If you have experience with tools like Salesforce or Microsoft Suite, make sure to mention it, as this will demonstrate your readiness to hit the ground running.
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 in financial consulting or retirement planning. Use keywords from the job description to demonstrate your fit for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for applying to this specific role. Mention your understanding of retirement products like 401Ks and IRAs, and how your skills align with the company's mission of empowering customers.
Highlight Relevant Skills: In your application, emphasise your problem-solving abilities and relationship management skills. Provide examples of how you've successfully engaged with customers in previous roles, especially in a sales context.
Proofread Your Application: Before submitting, carefully proofread your application materials for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which is crucial in a financial consulting role.
How to prepare for a job interview at RemoteWorker US
✨Know Your Financial Products
Make sure you have a solid understanding of retirement products like 401(k)s and IRAs. Be prepared to discuss how these options can help customers achieve their financial goals, as this will demonstrate your expertise and ability to guide clients effectively.
✨Showcase Your Sales Experience
Highlight your previous sales experience, especially in phone-based or inside sales roles. Be ready to share specific examples of how you've successfully engaged with customers and met sales targets, as this is crucial for the Financial Consultant position.
✨Demonstrate Problem-Solving Skills
Prepare to discuss scenarios where you've had to solve customer issues or provide tailored solutions. This role requires strong problem-solving abilities, so showcasing your critical thinking skills will set you apart from other candidates.
✨Emphasise Your Growth Mindset
Express your enthusiasm for personal and professional growth. Discuss how you plan to take advantage of the opportunities for advancement within the company, as this aligns with their vision of empowering employees to chart their own career paths.
