Immediately Require Associate Financial Advisor Advisory Services Remote Opportunity in Overland Park, KS
Job title: Associate Financial Advisor Advisory Services **Remote Opportunity
Company: Empower Annuity Insurance
Job description: Grow your career with a growing organization
Whether theyre helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, thats hard to beat. And from a personal satisfaction perspective, youll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.
The Associate Financial Advisor - Advisory Services is a broad, licensed advisory role, responsible for servicing individual Advisory Services clients. In this role you will be responsible for enrollment and retention of our plan participants in Advisory Services.
Day to day, you will be taking incoming calls from our Advisory Services customers. You will cover a wide variety of financial planning topics, as needed, addressing the customers needs, and helping them understand Empowers financial planning tools available to them.
As part of a team servicing a very large, shared book of business (1M+ customers), this is a terrific opportunity to learn and hone your advising skills, while providing holistic and comprehensive advice to our customers.
What You Will Do:
- Educate and advise plan participants on the Advisory Services available through their plan to assist the participant in reaching their retirement goals.
- 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 participants best interest.
- Document information from conversations with clients pertinent to business and relationship development to be referenced for follow-up calls.
- Explain and justify past returns in comparison to the economic environment, while acknowledge goal of managed account services.
- Bachelors degree.
- 2+ years financial industry experience
- FINRA Series 7, Series 63, and Series 65 registrations required within corporate established timelines.
- FINRA fingerprinting required upon hire.
- Strong interpersonal skills, ability to work in teams.
- Self starter, with demonstrated success in problem solving.
- Experience working in a metrics/activity driven team.
- Fully licensed candidates (Series 7, 63 and 65) preferred.
- Chartered Retirement Planning Counselor (CRPC) designation preferred.
- Salesforce experience
- Experience with Investment Advising preferred.
- Experience in a high-volume, call center environment preferred.
- Goal 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.
- 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) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.