- Provide over the phone guidance at key life moments to our customer, such as starting or ending employment regarding their employer-sponsored retirement account
- Discuss available account options, such as 401K and IRAs, to align to customers retirement savings goals
- Educate our customers on information specific to their retirement plan, comparing options to best support their savings goals
- Focus on deepening customers relationship with Empower
- Bachelor's degree or an equivalent combination of education and professional work experience
- Minimum of 1 year experience in sales, preferably inside sales
- Current FINRA licenses and/or ability to successfully obtain FINRA 7 & 63 registrations within corporate-established timelines and complete FINRA fingerprinting upon hire
- Motivated, self-starter with the ability to learn new information quickly and independently
- Demonstrated sales, relationship management and customer service skills
- Problem-solving skills and ability to engage with customers, ask questions, share thoughts & offer solutions
- Previous experience with inbound and/or phone-based sales
- Proficiency with Microsoft Suite of Products (Word, Excel, PowerPoint, Excel, etc.)
- Ability to quickly learn new systems and prior experience with SalesForce a plus
- Good understanding of IRAs, retirement investment products/services and the qualified retirement plan environment
- A growth mindset to meet company and team sales goals
- Click APPLY and one of our team will be in touch.
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Financial Sales Consultant - Colorado Springs, United States - GradBay
Description
As a Financial Consultant (Retirement Consultant) you will be part of our growing Personal Wealth sales team, providing support to our customers at key life moments. Our Financial Consultants provide guidance on available account options for our customers retirement savings goals, such as 401K and IRA products.
What you will bring
What will set you apart
How to Apply: