Retirement Consultant - Roll In

Empower Geographics Inc

2 years financial services experience
High school diploma or ged
Finra 6 & 63 registrations required
The role drives the consolidation of retirement assets into proprietary employer-sponsored plans by acting as a single point of contact for customers

Job Summary

  • The role drives the consolidation of retirement assets into proprietary employer-sponsored plans by acting as a single point of contact for customers.
  • Consultants work autonomously to manage high volumes of inbound and outbound calls while providing individualized education on 401(k), 403(b), and IRA vehicles.
  • Empower offers a flexible work environment with fluid career paths, celebrating internal mobility and a commitment to work-life balance.

Matching Summary

The role drives the consolidation of retirement assets into proprietary employer-sponsored plans by acting as a single point of contact for customers.

Skills & Requirements

Must-have

  • 2 years financial services experience
  • High School diploma or GED
  • FINRA 6 & 63 registrations required

Nice-to-have

  • Prior telephone experience preferred
  • Customer-focused outward approach
  • Strong desire to meet customer needs

Key Requirements

  • FINRA 6 registration within timelines
  • FINRA 63 registration within timelines
  • FINRA fingerprinting upon hire
  • Flexible call center schedule availability

Work Rights

Not specified

Tailored Resume

Cover Letter