Outbound Sales Coordinator

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.

As an Outbound Coordinator, you will be responsible for engaging current retirement plan participants and retail customers that have expressed an interest in Empower's financial services. You’ll generate interest and schedule qualified appointments that lead to a sale, or that lead to a meeting with a financial consultant or advisor who will review the individual’s goals and investment strategy and offer guidance and advice.
 

What you will do

• Responsible for making a high volume of outbound calls to individuals who are considered warm leads because they have expressed an interest in Empower's innovative financial services.

• May utilize pre-defined scripts, based on the needs of the participant, assesses whether a meeting with a financial consultant makes sense for the individual.

• Help troubleshoot issues that users may have with the financial dashboard and relay to the technical support team.

• May transfer calls to appropriate departments to assist customer questions on their account.

• Interact with prospective clients via phone, chat, and email.

• Properly record interactions within customer relationship management software.

• Gather contact information, questions and concerns and other screening information for the appointment.

• Ensure high completion rate for appointments.

What you will bring

• High school diploma or equivalent. Associate’s degree is preferred, but not required.

• Ability to interpret customer needs and match those with a related product or service.

• Proven abilities to maintain appropriate policies & procedures for regulatory-driven requirements. 

• Excellent operational, organizational and follow-up skills with the ability to manage and process complex operational work. 

• FINRA fingerprinting required.

What will set you apart

• Previous financial experience and/or investment product and services knowledge preferred.

• Proven investment advisory sales skills including proactive outbound calling efforts preferred.

• Sales experience a plus.

• Exceptional verbal, written and listening communication skills. 

• Strong interpersonal skills, team-oriented, and collaborative.

***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.***

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) –  BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

Base Salary Range

$38,500.00 - $49,000.00

The salary range above shows the typical minimum to maximum base salary rang