Note: The job is a remote job and is open to candidates in USA. Empower is focused on transforming financial lives and provides a flexible work environment. As an Outbound Sales Coordinator, you will engage with current retirement plan participants and retail customers to generate interest in financial services and schedule qualified appointments.
Responsibilities
- 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
Skills
- High school diploma or equivalent
- 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
- Associate's degree
- Previous financial experience and/or investment product and services knowledge
- Proven investment advisory sales skills including proactive outbound calling efforts
- Sales experience
- Exceptional verbal, written and listening communication skills
- Strong interpersonal skills, team-oriented, and collaborative
Benefits
- 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.
Company Overview
EMPower is a non-governmental agency for social well being. It was founded in 1891, and is headquartered in Greenwood Village, Colorado, USA, with a workforce of 10001+ employees. Its website is https://www.empower.com.
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