Senior Retirement Consultant - RPAT

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

The Sr Retirement Consultant - RPAT delivers personalized consultations detailing solutions best suited to the retirement planning needs of Empower customers in Core employer-sponsored plans. Consultations include distributions into or out of qualified retirement plans, saving, investing, consolidating, and investing in additional products or services based on the participant’s needs. Will be held accountable for meeting monthly and annual asset growth and retention goals. Responsibilities include both inbound and outbound calls and require excellent follow-through with those they are assisting.

What you will do

• Cultivates relationships with customers by delivering personalized service and responds to a variety of plan and policy-related questions by exhibiting listening, patience, empathy, authenticity, proactivity, and perseverance with external and internal customers
• Gains and employs expert knowledge about Core plan rules, processes, procedures, and key stakeholders inclusive of plan advisors, third-party administrators, and internal Workplace Solutions partners
• Leverages Empower’s conversation model to identify participant needs and help navigate them to appropriate next steps
• Executes against campaign strategies and designed scripts to deliver intended targeted client treatments based on opportunities. Partners with marketing and analytics to generate and follow up on outbound email, mail, and phone call campaigns
• Leverage Empower Best Interest Profile (BIP) tool to deliver unbiased, fiduciary recommendations relating to distribution options, and other advice modules as appropriate
• Answers and responds appropriately to operational and procedural inquiries from current retirement plan participants via inbound/outbound calls in-order to identify and/or win a relationship-deepening opportunity
• Develops, maintains and fosters positive/enhanced working relationships with participants
• Initiates proactive/follow-up phone calls on behalf of the participant to current or prior provider to begin the necessary paperwork to transfer money into or out of Empower products
• Will be responsible for handling pending issues to ensure timely and satisfactorily completion of the rollover of funds into or out of the plan
• Retains assets through education and guidance of available plan specific and general distribution options
• Engages in a dialogue which successfully educates customers in making informed distribution decisions and the advantages of participation in a company sponsored retirement plan or an individual retirement account versus the tax implications of taking receipt of the proceeds from their retirement investments
• Uses innovative tools and services to find the best options and strategies to help customers with their retirement-planning needs
• Demonstrates appropriate insight and judgment to resolve issues/problems through education/advice on appropriate solutions
• Updates and maintains account history and daily activity records based on participant calls in order to develop/track future consultation opportunities
• Will be required to track and monitor the success rate and overall customer satisfaction through the customer process
• Partners with the designated Participant Care Center team to provide a seamless engagement with participants and ensure timely resolution of issues and questions

What you will bring

• Bachelor's degree or an equivalent combination of education and professional work experience
• FINRA 7 & 63 registrations required
• FINRA fingerprinting required

What will set you apart

• Demonstrated success in asset gathering , growth, and retention.
• Good working knowledge of Windows, Microsoft Office Software (Word, Excel, PowerPoint, Excel, etc.) and various file manipulation skills on a PC.
• Ability to quickly learn Empower's record keeping system and SalesForce
• Demonstrated experience managing multiple priorities and ability to handle stressful situations and people on a daily basis.
• Sound written, verbal, and presentation skills