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Associate Retirement Advisor Jobs
Company | Empower |
Address | United States |
Employment type | FULL_TIME |
Salary | |
Category | Financial Services |
Expires | 2023-06-12 |
Posted at | 1 year ago |
Grow your career with a growing organization
- Administrative duties: Documents calls using technological tools such as SalesForce. Uses organizational skills to track core IRA customer needs. Participates in training sessions and staff meetings, and sharing new knowledge with teammates. (5%)
- Makes proactive outbound welcome calls to provide education to IRA customer. Outbound call categories include: relationship calls to existing IRA customers, welcome calls to new customers, and product/service introductions and sales (ie managed accounts, income generating products). When appropriate and in the IRA owner’s best interest, maximize the use of Empower products and services, including Empower Advisory Services, offered by Advised Assets Group (AAG). (40%)
- Manages inbound customer inquiries and provides quality education. Understands, assesses and meets customer needs or requests. Manages book of business (using SalesForce CRM) to expand current relationships and foster new relationships (ie, household). (55%)
- FINRA Fingerprinting Required
- Proven sales and relationship building skills.
- REGISTRATIONS / CERTIFICATIONS / LICENSING REQUIRED:
- Comprehensive PC skills including the ability to quickly learn Empower's record keeping system and SalesForce software.
- Minimum of 2 years financial services experience including advice/guidance, managed accounts and income products preferred.
- FINRA Series 7, 63 and 65 registration(s) required within corporate-established timelines.
- Demonstrated organizational skills; strong written, verbal and presentation skills.
- Medical, dental, vision and life insurance
- Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
- 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
- Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
- Tuition reimbursement up to $5,250/year
- Business-casual environment that includes the option to wear jeans
- Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.
- Paid volunteer time — 16 hours per calendar year
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