Retirement Consultant – Roll In
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Job Description
Retirement Consultant driving consolidation of assets into employer-sponsored retirement plans. Educating individual customers and managing a portfolio of 150-350 clients autonomously.
Responsibilities:
- Place outbound calls and handle inbound calls from our participant base, with the objective of consolidating their retirement savings into their employer-sponsored plan with Empower.
- Schedule meetings with individual customers.
- Hold conference calls with contra firms & customers.
- Provide education and support throughout the consolidation process.
- Independently and effectively manage a high volume of scheduled meetings, inbound calls, outbound calls, and emails correspondence with customers.
- Demonstrate expertise in retirement investment vehicles, especially 401(k), 403(b), 457b, 401(a), and IRA.
- Service rollover relationship from opportunity handoff through close, increasing participant touch, satisfaction, and loyalty.
- Answer customer questions and concerns about retirement planning as necessary.
Requirements:
- 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
- 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 currently, including CPT/OPT.
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)
- 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.
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