Retirement Planner

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. A successful Retirement Planner will quickly and effectively deliver conversations with clients regarding their questions about their Retirement Readiness and addressing any needs or concerns, working to enroll and retain them in our Advisory Services and often referring them to other teams in the company. Candidates must be available to work the following Monday - Friday schedule for their location (actual schedule will be determined by business need): Eastern Time (ET): 12:30 p.m. – 9:00 p.m. Central Time (CT): 11:30 a.m. – 8:00 p.m. Mountain Time (MT): 10:30 a.m. – 7:00 p.m. What you will do: Support managed account campaigns from an inbound/outbound call perspective with the goal of educating participants. 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 participant’s best interest. Document information from conversations with clients pertinent to business and relationship development to be referenced for follow- up calls. Act in a dually registered capacity when speaking to Advisory clients and Empower Re