Retirement Consultant - Roll

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 contact, 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.

• 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.
• This includes, but is not limited to, scheduling meetings with individual customers, holding conference calls with contra firms & customers, providing 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 while making themselves available to receive real-time warm handoffs of newly generated leads from call centers.
• 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.

• 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.
• For this position, candidates must be authorized to work in the United States without requiring visa sponsorship.

• Prior telephone experience preferred.
• Customer-focused, outward approach to delivery of retail asset gathering opportunities.
• Strong desire to meet the needs of internal and external customers.
• 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.

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.

• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• 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…