Original listing text, shown exactly as published by the company.
What You Will Do
- Cultivate relationships by prudently addressing customer needs, while maximizing the use of Empower products and service benefits available.
- Drive scheduled appointments that require one to uncover outside asset opportunities, close on the outside opportunities identified, and seamlessly quarterback the onboarding of outside assets.
- Demonstrate holistic knowledge of goal-based planning by presenting solutions for all types of savings goals, including education planning, retirement planning, and other intermediate to long term savings goal planning.
- Implement Empower’s conversation model and interactive planning tools to identify participant needs and deliver on appropriate next steps.
- Diligently manage time and pipeline to prioritize day based on customer’s needs and likelihood of expanding relationship with Empower.
- Govern the process (using SalesForce CRM) to document conversations, follow up appropriately with clients in the processes of bringing over accounts, and effectively follow up on opportunities not yet closed.
- Partner with relationship management and advisory teams to prioritize appointments that will consolidate outside assets and seamlessly hand back off to the relationship management team once assets are closed.
- Deliver on bi-monthly sales and conversation targets to earn incentive compensation.
- Other duties as assigned which may involve some or all of the following: staff meetings, product seminars/training, meeting all federal and state requirements as they pertain to securities and insurance regulations etc., in support of strategic department and firm initiatives.
What You Will Bring
- FINRA Series 7, 63, and 65 (or 66) registrations required.
- 3+ years of financial industry experience with demonstrated sales success required.
- Exceptional listening, verbal, and presentation skills.
- In-depth understanding of retail investment vehicles and qualified retirement plans.
- FINRA fingerprinting required.
What Will Set You Apart
- A passion for helping mass-affluent customers structure and reach intermediate to long term savings goals.
- Motivated, self-starter with the drive to thrive in a high velocity, senior sales environment.
- Desire to quickly learn and implement new financial tools, computer systems, and conversation expectations.
- Team-first and customer-first mentality to preserve and enhance Empower’s phenomenal culture and customer-centric values.
- Exceptional organizational and interpersonal skills with a working knowledge of retirement plans.
***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.***
