A remote role at Empower.
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Original listing text, shown exactly as published by the company.
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Conduct Retirement Readiness Reviews, as well as other individual meetings and group presentations, with targeted participants using consultative expertise to improve retirement outcomes
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Develop and maintain strategic partnerships with key stakeholders for each location within assigned territory or for assigned employer-sponsored plans
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Conduct one-on-one virtual and on-site group meeting by using various technologies in a professional manner
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Manage meeting schedule, including travel booking
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Create and execute dynamic business plans and tactics to drive positive retirement income objectives for participants
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Document interactions in Salesforce and collect required information to adhere to guidelines for regulatory compliance
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Achieve plan level and individual goals to help achieve service level agreements and business results
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Participate in client meetings, sales finals, or other external meetings as needed
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Work collaboratively across internal service and management teams to improve effectiveness
What you will bring
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Bachelor's degree or equivalent work experience in lieu of a degree
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3 – 5 years relevant financial services experience
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Proficiency in MS Word, Excel, PowerPoint, and Teams required
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Strategic thinker who can work independently required
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FINRA Series 6, 63, 65 registrations required within established timeline; current FINRA registrations strongly preferred
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FINRA fingerprinting required upon hire
What will set you apart
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***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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36 open roles on Sydicom
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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