Retirement Consultant

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 – Roll In (Consultant) will drive consolidation of assets into proprietary employer sponsored retirement plans by acting as a single point of contract, educator, and consultant for individual customers throughout the entirety of the process. Consultants must maintain and manage their book of business ranging from 150 – 350 customers. Consultants will work autonomously to maintain their book of business and provide positive outcomes and experiences for customers. This includes but is not limited to scheduling meetings with individual customers, holding conference calls with contra firms & customers, providing individualized education and support throughout the consolidation process. They must independently and effectively manage a high volume of scheduled meetings, inbound calls, outbound calls, and emails correspondence with customers while making themselves available to receive real-time warm handoffs of newly generated leads from call centers. Consultants will assist customers with any Rollover, Exchange, or Transfer to ensure the process is completed properly by both the contra firm and Empower. When challenges/hurdles arise within the process, they must develop solutions for unique problems/opportunities required to complete the transaction. All Consultants are required to achieve daily, weekly, and monthly asset targets and are tasked with consolidating approximately 1,550 accounts, or more, annually.

ESSENTIAL FUNCTIONS:

• Place outbound calls to and handle inbound calls from our participant base, with the objective of consolidating their retirement savings into their employer sponsored plan with Empower.
• Demonstrate expertise in retirement investment vehicles, especially 401(k), 403(b), 457b, 401(a), and IRA.
• Provide exceptional service required for the administration of the rollover process, and develop solutions for unique problems/situations
• Service rollover relationship from opportunity handoff through close, increasing participant touch, satisfaction, and loyalty
• Answer customer questions and concerns about retirement planning as necessary
• Request educational and marketing material for participants as necessary
• Build team camaraderie and focus efforts toward a shared goal objective
• Thrive in a fast-paced, performance-oriented call center environment

QUALIFICATIONS:

• High School diploma or GED
• 2 years of experience
• FINRA 6 & 63 registrations required within corporate-established timelines
• FINRA Fingerprinting
• Ability to work within a flexible call center schedule and environment
• Prior telephone experience preferred
• Customer-focused, outward approach to delivery of retail asset gathering opportunities highly desired
• Strong desire to meet the needs of internal and external customers preferred
• Retirement Consultant - Roll Ins are required to exercise discretion and independent judgement when assisting customers with any Rollover, Exchange, or Transfer to ensure the process is completed properly by both the contra firm and Empower.

This job description is not intended to be an comprehensive list of all duties, responsibilities and qualifications of the job. The employer has the right to revise this job description at any time. You will be evaluated in part based on your performance of the responsibilities and/or tasks listed in this job description. You may be required perform other duties that are not included on this job description. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.

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, 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.