Sales Consultant- Roll-In Accounts

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 Retirement Consultant – Roll In (Consultant) will drive consolidation of assets into proprietary employer sponsored retirement plans by acting as a single point of contract, educator, and consultant for individual customers throughout the entirety of the process. Consultants must maintain and manage their book of business ranging from 150 – 350 customers. Consultants will work autonomously to maintain their book of business and provide positive outcomes and experiences for customers. This includes but is not limited to scheduling meetings with individual customers, holding conference calls with contra firms & customers, providing individualized guidance and support throughout the consolidation process. They must independently and effectively manage a high volume of scheduled meetings, inbound calls, outbound calls, and emails correspondence with customers while making themselves available to receive real-time warm handoffs of newly generated leads from call centers. Consultants will assist customers with any Rollover, Exchange, or Transfer to ensure the process is completed properly by both the contra firm and Empower.  When challenges/hurdles arise within the process, they must develop solutions for unique problems/opportunities required to complete the transaction. All Consultants are required to achieve daily, weekly, and monthly sales targets are tasked with consolidating approximately 1,550 accounts, or more, annually.

What you will do

• Place outbound calls to and handle inbound calls from our participant base, with the objective of consolidating their retirement savings into their employer sponsored plan with Empower.
• Demonstrate expertise in retirement investment vehicles, especially 401(k), 403(b), 457b, 401(a), and IRA.
• Provide exceptional service required for the administration of the rollover process, and develop solutions for unique problems/situations
• Service rollover relationship from opportunity handoff through close, increasing participant touch, satisfaction, and loyalty
• Answer customer questions and concerns about retirement planning as necessary
• Request educational and marketing material for participants as necessary
• Build team camaraderie and focus efforts toward a shared sales objective
• Thrive in a fast-paced, sales-oriented call center environment
• Achieve daily, weekly, and monthly sales targets

What you will bring

• High School diploma or GED
• 2 years of experience
• Active FINRA Series 6 & Series 63
• FINRA Fingerprinting
• Ability to work within a flexible call center schedule and environment
• For this position, candidates must be authorized to work in the United States without requiring visa sponsorship

What will set you apart

• Prior telephone experience preferred
• Customer-focused, outward approach to delivery of retail sales opportunities
• Strong desire to meet the needs of internal and external customers
• Retirement Consultant – Roll Ins are required to exercise discretion and independent judgement when assisting customers with any Rollover, Exchange, or Transfer to ensure the process is completed properly by both the contra firm and Empower.

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

$ 52,000.00-68,000.00

Location

GA Remote

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.