Planning Consultant

Company: Empower
Location: Chicago
Posted on: February 3, 2025

Job Description:

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.The Planning Consultant engages Empower's customers in personalized consultations to expand relationships and deliver delightful experiences. This individual develops a deep understanding of Empower's services and quickly matches appropriate services to customer needs. The successful consultant is a motivated self-starter with a deep desire to help people and build a career in financial services. Responsibilities include both inbound and outbound phone calls, and those that thrive in fast-paced environments with flexible daily activities are most successful.What you will do

• Develop relationships with clients through proactive outreach and helpful experiences
• Interact and help customers who are past onboarding to deepen relationships and encourage interaction with our advisors and planners
• Partner with planners and advisors through referrals to ensure that we deliver meaningfully differentiated experiences based on customer needs
• Manage a queue of outbound tasks to engage clients around their available financial planning options, help with immediate needs, and set the next step for their interactions with Empower
• Handle inbound calls as needed to orient customers to Empower and help with best interest advice calls in times of high volumes
• Use online planning tools and conversation guides to enhance conversations and experiences
• Meet monthly performance expectations and implement coaching to achieve goalsWhat you will bring
  • Bachelor's degree or an equivalent combination of education and professional work
  • FINRA S 7 & 63 registrations required within corporate-established timelines
  • FINRA fingerprinting requiredWhat will set you apart
    • Demonstrated success in performance roles or other similar experience
    • Experience managing multiple priorities and ability to handle stressful situations and customer interactions consistently
    • Consultative skills to understand needs and present customer-focused solutions
    • Working knowledge of Microsoft Office software and ability to learn new technology systems
    • Previous experience in inbound and outbound phone roles#PJPW***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***What we offer youWe 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 6%), 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 ten 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.Base Salary Range$54,200.00 - $74,600.00The salary range above shows the typical 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.Equal opportunity employer --- -Drug-free workplaceWe 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. -***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***Job Posting End Date at 12:01 am on:02-06-2025Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency.Workplace Flexibility: Remote - Nationwide

Keywords: Empower, West Allis , Planning Consultant, Professions , Chicago, Wisconsin