FINRA Licensed Workplace Consultant
Job Summary
Providing guidance to customers at key life moments, the full-time remote FINRA Licensed Workplace Consultant will assist with retirement account options, including 401K and IRA products, while promoting customer relationships and achieving financial goals.
Key responsibilities
- Offer over-the-phone guidance to customers regarding employer-sponsored retirement accounts during significant life events
- Discuss and educate customers on available retirement account options to align with their savings goals
- Deepen customer relationships with Empower through effective communication and support
Required qualifications
- Bachelor's degree or equivalent combination of education and professional experience
- Minimum of 1 year experience in performance/goal-oriented roles, preferably in asset growth and retention
- Current FINRA licenses or ability to obtain FINRA 7, 63 & 65 (or 66) registrations within established timelines
- Demonstrated relationship management and customer service skills
- Motivated self-starter with the ability to learn new information quickly and independently
Complete Job Description
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