A remote role at Empower.
How Sydicom helps: we read this listing’s requirements and tune your CV and cover letter to the keywords its ATS (Workday) is scanning for, for candidates in United States, then help you apply.
Original listing text, shown exactly as published by the company.
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Conduct a high volume of outbound and inbound calls to prospective and current clients who have expressed interest in financial services
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Generate interest and qualify clients for meetings with Financial Advisors to discuss goals, investment strategies, and financial planning needs
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Schedule and confirm appointments, ensuring a high completion rate for advisor meetings
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Engage clients via phone, chat, and email to answer questions, provide guidance, and enhance the client experience
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Utilize pre-defined scripts and sound judgment to assess client needs and determine appropriate next steps
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Gather and document client information, including financial needs, goals, and relevant screening details
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Accurately record all client interactions in CRM systems
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Partner with Financial Advisors regarding prospective client opportunities and handoffs
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Troubleshoot issues related to the financial dashboard and escalate to technical support when needed
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Route client inquiries to appropriate departments for additional support
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What you will bring
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Strong verbal, written, and listening communication skills
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Excellent organizational, time management, and follow-up abilities
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Ability to work effectively in a fast-paced, team-oriented environment
What will set you apart
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Knowledge of investment products and financial services
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Experience managing high-volume outbound calling activity
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Ability to assess client needs and align appropriate solutions
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Strong adaptability and motivation to achieve results
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Clean U4 record, if applicable
#LI-Remote
#PJPW2
***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.***
Empower
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Empower is a prominent financial services company. They provide retirement planning, investment management, and financial advice services to individuals and institutions.
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