Senior Retirement Consultant – Government

Empower Retirement
Published
November 24, 2021
Location
Greenwood Village, CO
Category
Job Type

Description

Grow your career with a growing organization

Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

The Senior Retirement Consultant- Government delivers personalized consultations detailing solutions best suited to the retirement planning needs of Empower Retirement customers in Government employer-sponsored plans. It encompasses all services that support first dollar in to last dollar out solutions for participants – including distributions into or out of plans, saving, investing, consolidating and investing in additional products or services based on the participant’s needs. Will be held accountable for meeting monthly and annual sales goals. Responsibilities include both inbound and outbound calls and require excellent follow-through with those they are assisting.

What you will do:

  • Cultivate relationships with customers by delivering personalized service and responds to a variety of plan and policy-related questions by exhibiting listening, patience, empathy, authenticity, proactivity and perseverance with external and internal customers
  • Gain and employ expert knowledge about government/457 plan rules, processes, and procedures
  • Leverage Empower’s conversation model to identify participant needs and help navigate them to appropriate next steps
  • Provide education and point in time advice on topics to help a retirement plan participant become best prepared for retirement, including; rollover into plan options, optimized investment allocation and savings amounts, distribution options and additional products/solutions aligned with the customer’s needs
  • Answer and respond appropriately to operational and procedural inquiries from current retirement plan participants via inbound/outbound calls in-order to identify and/or close a sales opportunity
  • Develop, maintain and foster positive/enhanced working relationships with participants
  • Initiate proactive/follow-up phone calls on behalf of the participant to current or prior provider to begin the necessary paperwork to transfer money into or out of Empower products
  • Will be responsible for handling pending issues to ensure timely and satisfactorily completion of the rollover of funds into or out of the plan
  • Retain assets through education and guidance of available plan specific and general distribution options
  • Engage in a dialogue which successfully educates customers in making informed distribution decisions and the advantages of participation in a company sponsored retirement plan or an individual retirement account versus the tax implications of taking receipt of the proceeds from their retirement investments
  • Engage with peers in the organization to problem solve and deliver results
  • Uses innovative tools and services to find the best options and strategies to help customers with their retirement-planning needs
  • Will be held accountable for meeting monthly and annual sales and service goals
  • Effectively diagnoses client issues and problems
  • Demonstrates appropriate insight and judgment to resolve issues/problems through education/advice on appropriate solutions
  • Demonstrates knowledge of Empower transaction and procedural requirements
  • Updates and maintains account history and daily activity records based on participant calls in order to develop/track future consultation opportunities
  • Will be required to track and monitor the success rate and overall customer satisfaction through the sales process
  • Partner with the designated Participant Service Center team to provide a seamless engagement with participants and ensure timely resolution of issues and questions
  • Other duties as assigned which may involve some or all of the following: staff meetings, product seminars/training, meeting all federal and state requirements as they pertain to securities and insurance regulations etc., in support of strategic department and firm initiatives

What you will bring:

  • Bachelor's degree or an equivalent combination of education and professional work experience
  • FINRA 7 & 63 registrations required within corporate-established timelines
  • FINRA fingerprinting upon hire

What will set you apart:

  • Demonstrated success in sales
  • Good working knowledge of Windows, Microsoft Office Software (Word, Excel, PowerPoint, Excel, etc.) and various file manipulation skills on a PC
  • Ability to quickly learn Empower Retirement’s record keeping system, SalesForce software
  • Demonstrated experience managing multiple priorities and ability to handle stressful situations and people on a daily basis
  • Sound written, verbal and presentation skills Identifies and solves a range of problems in straightforward situations; analyzes possible solutions and assesses each using standard procedures
  • Strong consulting skills
  • Motivated, self-starter with the ability to learn new information quickly and independently
  • Good understanding of IRAs, retirement investment products/services and the qualified retirement plan environment

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

  • Medical, dental, vision and life insurance
  • Retirement savings – 401(k) plan with generous company matching contributions (up to 5%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
  • Tuition reimbursement up to $5,250/year
  • Business-casual environment that includes the option to wear jeans
  • Generous paid time off upon hire – including a paid time off program plus nine paid company holidays and three floating holidays each calendar year
  • Paid volunteer time — 16 hours per calendar year
  • Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
  • 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.

The salary range below describes the minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Base Salary Range

$ 52,500.00-73,500.00

Location

CO Greenwood Village

We are an equal opportunity employer with a commitment to diversity.  All individuals, regardless of personal characteristics, are encouraged to apply.  All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. 

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