Financial Coach
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Job Description
Financial Coach aiding workplace participants in financial planning and investment choices. Engaging in wellness conversations and managing client relationships for effective financial outcomes.
Responsibilities:
- Primarily focuses on education, advice, and wellness conversations to help them choose appropriate financial planning and investment options
- Works with participants enrolled in in-plan managed account offerings at times of high volumes
- Uses online planning tools and conversation guides to enhance conversations and experiences
- Provides direct advice using Empower’s proprietary financial planning tools and helps customers adopt solutions in their best interests
- Primarily manages inbound queues and appointments to ensure critical service timeframes and customer experiences
- Is comfortable making outbound calls as needed
- Adheres to compliance/risk procedures and exhibits detailed attention to policy and procedures by focusing on the participant’s best interest
- Identifies, executes and follows up on opportunities to contract additional client assets while providing client retirement planning discussions
- Identifies trends and determines proactive solutions to maximize service quality and increase assets under management
- Meet monthly performance expectations and implement coaching to achieve goals.
Requirements:
- Bachelor’s degree or an equivalent combination of education and professional work
- FINRA 7 and 66 (or 63 and 65) registrations required within corporate-established timelines
- FINRA fingerprinting required
- Demonstrated success in performance roles or other similar experience
- Experience managing multiple priorities and ability to handle stressful situations and customer interactions consistently
- Consultative skills to understand needs and present customer-focused solutions
- Working knowledge of Microsoft Office software and ability to learn new technology systems
- Suitable at-home space to focus on work and be on camera in meetings
- Previous experience in inbound and outbound phone roles
Benefits:
- Medical, dental, vision and life insurance
- Retirement savings – 401(k) plan with generous company matching contributions (up to 6%)
- 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)
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