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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.
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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
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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.
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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.