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- Tasks: Help customers achieve their retirement goals through personalised consultations and support.
- Company: Join Empower, a company dedicated to transforming financial lives with a flexible and inclusive work culture.
- Benefits: Enjoy remote work options, competitive pay, generous PTO, and tuition reimbursement.
- 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; must be a motivated self-starter with strong organisational skills.
- Other info: This role is fully remote; applicants must have reliable internet and a suitable home workspace.
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
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.
- 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:
07-31-2025
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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 staying updated in a fast-paced financial environment.
✨Tip Number 2
Practice your communication skills, especially in explaining complex financial concepts in simple terms. As a Financial Consultant, you'll need to engage with customers effectively, so being able to convey information clearly is crucial.
✨Tip Number 3
Network with current or former employees of Empower or similar companies. They can provide valuable insights into the company culture and expectations, which can give you an edge during the interview process.
✨Tip Number 4
Prepare for role-playing scenarios that may come up during interviews. Being able to demonstrate your consulting skills in a simulated environment can showcase your ability to handle real customer interactions effectively.
We think you need these skills to ace Financial Consultant (Remote Eligible)
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly read the job description for the Financial Consultant position. Understand the key responsibilities and required skills, such as knowledge of IRAs and retirement investment products.
Tailor Your CV: Customise your CV to highlight relevant experience and skills that align with the job requirements. Emphasise any previous roles in finance or customer service, and showcase your ability to manage multiple priorities.
Craft a Compelling Cover Letter: Write a cover letter that reflects your enthusiasm for the role and the company. Mention specific reasons why you want to work at Empower and how your background makes you a great fit for the Financial Consultant position.
Highlight Your Soft Skills: In your application, be sure to mention soft skills that are crucial for this role, such as communication, empathy, and problem-solving abilities. Provide examples of how you've demonstrated these skills in past experiences.
How to prepare for a job interview at RemoteWorker US
✨Know Your Financial Products
Make sure you have a solid understanding of IRAs, retirement investment products, and the qualified plan environment. This knowledge will help you answer questions confidently and demonstrate your expertise during the interview.
✨Showcase Your Communication Skills
As a Financial Consultant, you'll need to communicate complex information clearly. Practice explaining financial concepts in simple terms, and be prepared to showcase your listening skills and empathy during the interview.
✨Prepare for Scenario-Based Questions
Expect to face scenario-based questions that assess your problem-solving abilities. Think of examples from your past experiences where you've successfully assisted clients or resolved issues, and be ready to discuss these in detail.
✨Demonstrate Your Self-Starter Attitude
The role requires a motivated self-starter who can manage multiple priorities. Be prepared to share examples of how you've taken initiative in previous roles and how you handle stressful situations effectively.
