Job Description

Job Description

Job Description

Title: Financial Consultant (Remote Eligible)

Location: KATY, Texas

Type: Fulltime

Description:Title: 

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.

Job Tags

Similar Jobs