Planning Consultant

Empower Geographics Inc

Remote, US
Base: $55,300.00 - $76,075.00; bonus/equity: sales...
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Inbound and outbound phone call experience
Consultative skills for customer needs
Ability to manage multiple priorities
** Empower Geographics Inc. is seeking a Planning Consultant for a remote position focused on enhancing customer relationships and providing tailored financial services. The ideal candidate should possess consultative skills, relevant financial certifications, and experience in customer interaction roles, thriving in a fast-paced environment. **

Job Summary

  • The Planning Consultant engages Empower customers in personalized consultations to expand relationships and deliver delightful experiences.
  • The role involves managing a queue of outbound tasks to engage clients around financial planning options while handling inbound calls for enrollment and reviews.
  • Empower offers comprehensive benefits including medical, dental, vision, life insurance, a 401(k) plan with up to 6% matching, and $5,250/year tuition reimbursement.

Matching Summary

Match Score: 75

** Empower Geographics Inc. is seeking a Planning Consultant for a remote position focused on enhancing customer relationships and providing tailored financial services. The ideal candidate should possess consultative skills, relevant financial certifications, and experience in customer interaction roles, thriving in a fast-paced environment. **

Salary

Base: $55,300.00 - $76,075.00; Bonus/Equity: Sales incentives and bonus plans available based on performance; Benefits: Medical, dental, vision, life, 401(k) match, tuition reimbursement, PTO, volunteer time

Skills & Requirements

Must-have

  • Inbound and outbound phone call experience
  • Consultative skills for customer needs
  • Ability to manage multiple priorities
  • Suitable at-home workspace with camera
  • Reliable high-speed wired internet connection

Nice-to-have

  • Motivated self-starter with desire to help people
  • Experience in fast-paced environments
  • Working knowledge of Microsoft Office software
  • Internal mobility and career growth mindset
  • Commitment to work-life balance and well-being

Key Requirements

  • Bachelor's degree or equivalent education
  • FINRA Series 7, 63, & 65 licenses required within timelines
  • FINRA fingerprinting required
  • Authorized to work for any employer in the U.S.
  • No visa sponsorship available (CPT/OPT not supported)

Work Rights

Must be authorized to work for any employer in the U.S.

Tailored Resume

Cover Letter