Finance Executive managing daily operations and managing accounting functions for Love, Bonito's growth. Ensuring compliance, financial reporting, and best practices for efficiency.
About the role
- Financial Consultant advising customers on 401(k) and IRA options. Remote role at Empower supporting retirement plan decisions and sales goals.
Responsibilities
- Provide over-the-phone guidance at key life moments to customers regarding employer-sponsored retirement accounts
- Discuss available account options (401(k), IRAs) to align with customers' retirement savings goals
- Educate customers on information specific to their retirement plan and compare options to support savings goals
- Focus on deepening customers' relationships with Empower
- Support Empower Personal Wealth sales team and work toward sales-related goals tied to incentive compensation
- Opportunity to promote to Senior Financial Consultant and increase income potential
- Use CRM and internal systems to manage customer interactions and sales processes
Requirements
- 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 Series 7, 63 & 65 (or 66) registrations within corporate-established timelines and complete FINRA fingerprinting upon hire
- Motivated, self-starter with 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
- Previous experience with inbound and/or phone-based sales (preferred)
- Proficiency with Microsoft Suite (Word, Excel, PowerPoint)
- Ability to quickly learn new systems; prior experience with SalesForce a plus
- Good understanding of IRAs, retirement investment products/services and the qualified retirement plan environment
- Applicants must be authorized to work for any employer in the U.S.; employer will not sponsor visas
- Reliable high-speed internet with wired connection and adequate home work environment required
Benefits
- Medical, dental, vision and life insurance
- Retirement savings – 401(k) plan with company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and broad investment lineup
- Tuition reimbursement up to $5,250/year
- Generous paid time off upon hire (paid time off program, ten paid company holidays, three floating holidays)
- Paid volunteer time — 16 hours per calendar year
- Leave of absence programs including paid parental leave, paid short- and long-term disability, and FMLA
- Business-casual environment with option to wear jeans
- Business Resource Groups (BRGs)
- Incentive compensation and sales incentives (variable, tied to sales goals)
- Other necessary computer equipment provided
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