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- Tasks: Help customers achieve financial freedom through personalised retirement consultations.
- Company: Join a flexible, inclusive company that values your growth and well-being.
- Benefits: Enjoy remote work options, competitive pay, and generous paid time off.
- Why this job: Make a real impact while developing your career in a supportive environment.
- Qualifications: Bachelor's degree or equivalent experience; must be a motivated self-starter.
- Other info: Opportunity for promotion and monthly incentives based on performance.
The predicted salary is between 42000 - 56000 £ per year.
Join to apply for the Financial Consultant (Remote Eligible) role at RemoteWorker US
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Join to apply for the Financial Consultant (Remote Eligible) role at RemoteWorker US
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.
The Retirement Consultant delivers personalized consultations detailing solutions best suited to the retirement planning needs of Empower customers. The Consultant utilizes detailed information on IRA and investment products and has a solid understanding of the qualified plan environment. The successful Consultant enjoys assisting customers achieve their retirement goals, is a self-starter with excellent organizational skills and has a competitive personality. Must be upbeat, ambitious and enjoy a fast-paced environment. Responsibilities include both inbound and outbound calls and require outstanding follow-through with those they are assisting.
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. Empower offers highly competitive benefits and total compensation packages with the opportunity for monthly incentive compensation.
What You Will Do
- Cultivates relationships with customers by delivering personalized service and responds to a variety of plan and policy-related questions by exhibiting listening, patience, empathy, authenticity, proactivity, and perseverance with external and internal customers.
- Assist the customer by retaining current assets through education on available plan specifics and general distribution options.
- Engages in a dialogue which educates customers in making informed distribution decisions and the advantages of participation in a company sponsored retirement plan or an individual retirement account versus the tax implications of taking receipt of the proceeds from their retirement accounts.
- Works with active and terminated participants of employer-sponsored plans to provide service, support recommendations on variety of needs including distribution and rollover options, consolidation, investment conversations, savings, and contributions strategies, and more.
- Manages inbound conversations, makes outbound calls, handles service requests, researches, and attempts to resolve issues, develops and implements strategies discussed to assist the customer with achieving their retirement goals.
What You Will Bring
- 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.
- 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 experience managing multiple priorities and ability to handle stressful situations and people daily.
What Will Set You Apart
- Good understanding of IRAs, retirement investment products/services and the qualified retirement plan environment
- Sound written, verbal and presentation skills, identifies and solves a range of problems in straightforward situations; analyzes possible solutions and assesses each using standard procedures.
- Good working knowledge of Windows, Microsoft Office Software (Word, Excel, PowerPoint, Excel, etc.) and various file manipulation skills on a PC.
- Ability to quickly learn Empower\’s record keeping system, SalesForce software.
- Solid consulting skills.
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.***
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:
07-25-2025
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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 latest trends in retirement planning and investment products. This knowledge will not only help you during interviews but also demonstrate your commitment to understanding the financial landscape.
✨Tip Number 2
Network with current or former employees of Empower to gain insights into the company culture and expectations for the Financial Consultant role. This can provide you with valuable information that may set you apart from other candidates.
✨Tip Number 3
Prepare for potential role-play scenarios during the interview process. Practising how to handle customer inquiries and objections can showcase your consulting skills and ability to engage effectively with clients.
✨Tip Number 4
Highlight any experience you have with CRM software, particularly Salesforce, as this is a key tool for managing customer relationships. Being able to discuss your proficiency can give you an edge in the selection process.
We think you need these skills to ace Financial Consultant (Remote Eligible)
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Financial Consultant position. Tailor your application to highlight how your skills and experiences align with the job description.
Highlight Relevant Experience: In your CV and cover letter, emphasise any previous experience in financial consulting or related fields. Mention specific achievements that demonstrate your ability to meet performance goals and assist customers effectively.
Showcase Your Skills: Make sure to showcase your understanding of IRAs, retirement investment products, and your consulting skills. Use examples from your past work to illustrate your problem-solving abilities and customer service skills.
Craft a Compelling Cover Letter: Write a personalised cover letter that reflects your enthusiasm for the role and the company. Discuss why you want to work at Empower and how you can contribute to their mission of transforming financial lives.
How to prepare for a job interview at RemoteWorker US
✨Know Your Financial Products
Make sure you have a solid understanding of IRAs and retirement investment products. Be prepared to discuss how these products work and their benefits, as this knowledge will be crucial in your role as a Financial Consultant.
✨Demonstrate Your Communication Skills
Since the role involves a lot of customer interaction, practice articulating your thoughts clearly and concisely. Show that you can listen actively and respond with empathy, patience, and authenticity during the interview.
✨Showcase Your Problem-Solving Abilities
Be ready to discuss past experiences where you've successfully solved problems or managed multiple priorities. This will demonstrate your ability to handle the fast-paced environment and stressful situations mentioned in the job description.
✨Prepare Questions for the Interviewers
Have a few thoughtful questions ready to ask your interviewers about the company culture, career growth opportunities, and their expectations for the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
