Empower Retirement Expert
4 days ago
Empower Retirement Expert:
We are seeking an experienced professional to join our team as an Empower Retirement Expert. This role will focus on delivering personalized consultations detailing solutions best suited to the retirement planning needs of customers.
Key Responsibilities:
- Cultivate relationships with customers by delivering exceptional service and responding to plan and policy-related inquiries.
- Provide clear and concise communication of policies and procedures, accurately relaying information to ensure customer understanding.
- Assist customers in retaining current assets through education on available plan specifics and general distribution options.
- Engage in dialogue that educates customers on making informed distribution decisions and the advantages of participation in company-sponsored retirement plans or individual retirement accounts versus tax implications.
- Work with active and terminated participants of employer-sponsored plans to provide support, recommendations on various needs including distribution and rollover options, consolidation, investment conversations, savings, and contributions strategies.
- Manage inbound conversations, make outbound calls, handle service requests, research, and attempt to resolve issues, developing and implementing strategies to assist customers in achieving their retirement goals.
- Deliver optimal solutions to customers in every interaction.
- Collaborate with peers to problem-solve and deliver results.
- Identify referral opportunities to partners who may provide next-step or in-depth complex solutions such as financial wellness, taxable investment strategies, or financial planning.
- Pursue career growth through future internal development opportunities.
- Utilize innovative tools and services to find the best options and strategies to help customers with their retirement-planning needs.
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