Original listing text, shown exactly as published by the company.
What you will do
- Support managed account campaigns from an inbound/outbound call perspective with the goal of educating participants.
- Identify, execute and follow up on opportunities to contract additional client assets while providing client retirement planning discussions. Identify trends and determine proactive solutions to maximize service quality and increase assets under management.
- Adhere to compliance/risk procedures and exhibit detailed attention to policy and procedures by focusing on the participant’s best interest.
- Document information from conversations with clients pertinent to business and relationship development to be referenced for follow- up calls.
- Act in a dually registered capacity when speaking to Advisory clients and Empower Retail clients.
- Enroll participants in the managed account offering in the Empower Retail account.
What you will bring
- 2 years’ financial industry experience
- FINRA 7, 63 and 65 (or 66) registrations required
- FINRA fingerprinting required
- Goals and results oriented with high level of accountability to produce positive results that directly correlate to retention and increasing assets under management and participant growth for managed accounts
What will set you apart
- Bachelor’s Degree and/or equivalent work experience
- Fully licensed candidates are preferred
- Chartered Retirement Planning Counselor (CRPC) Designation preferred
- Bring a positive attitude, ability to converse with clients and be open to coaching and feedback
***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.***
