Workplace Planning Consultant - Financial Services

Job Description:

Workplace Planning Consultant - Remote Opportunity

Join us as we partner with our client Empower to support their growing Retirement Plan Advisory Team (RPAT) and make a meaningful impact on customers' financial futures. This is a direct hire opportunity!

As a Workplace Planning Consultant, you will guide customers through important life and employment transitions, helping them understand their 401(k) and IRA options while empowering them to achieve their retirement goals.

What You'll Do:

• Support customers by phone during major employment and retirement-related transitions
• Explain 401(k), IRA, and other retirement account options
• Provide plan education and deepen customer relationships with Empower
• Deliver a high-quality, consultative customer experience focused on financial well-being

What You Bring:

• Bachelor's degree or equivalent professional experience
• 1+ year of experience in performance- or goal-driven roles
• Currently possess an active FINRA Series 7, 63, and 65 or 66 licenses
• Strong communication, customer service, and problem-solving skills
• Reliable high-speed internet with a wired connection (fiber, cable, or DSL required)
• A dedicated workspace at home with limited disruption
• Other necessary computer equipment will be provided

What Helps You Stand Out:

• Phone-based consultation experience
• Knowledge of retirement plan products
• Proficiency in Salesforce and Microsoft Office Suite

Benefits:

Empower offers a comprehensive benefits package to support your health, well-being, and financial security, including:

• Medical, Dental, and Vision
• 401(k) Retirement Savings Plan
• Life Insurance & Disability
• Flexible Spending Accounts (FSA/HSA)
• Paid Time Off & Holidays
• Wellness Programs
• Other Perks - tuition reimbursement, legal services, pet insurance, and discounts

Important Notes:

• All interviews for this role will be conducted on camera with both Swipejobs and the client and will be recorded for future reference.
• We are unable to sponsor applicants requiring work authorization or visas for positions currently available. Only candidates who already possess the legal right to work in the United States will be considered.
• California residents will not be considered for this opportunity.

$60000 / year