IT Consultant jobs in Gilbert, AZ

Description

Are you ready to make a real impact on people’s financial futures? Join our dedicated team, where every member plays a crucial role in helping individuals achieve their long-term financial goals and navigate their personal wealth management strategies. We pride ourselves on fostering an inclusive and supportive work environment, where you can contribute to meaningful change and pursue causes that matter to you.

As a Financial Consultant on our Empower Personal Wealth sales team, you’ll provide essential support to customers during significant life events. Your role will involve guiding clients on retirement savings options, such as 401(k) and IRA products, to help them meet their financial objectives.

Key Responsibilities

• Offer over-the-phone guidance to customers at key life moments, such as starting or ending employment, concerning their employer-sponsored retirement accounts.
• Discuss and recommend suitable account options, such as 401(k) and IRAs, to align with customers’ retirement goals.
• Educate customers about their retirement plan options and help them choose the best fit for their savings needs.
• Strengthen relationships with customers and enhance their experience with our services.
  
  

What We’re Looking For

• A Bachelor’s degree or equivalent combination of education and experience.
• At least 1 year of sales experience, preferably in an inside sales environment.
• Current FINRA licenses or the ability to obtain FINRA 7 & 63 registrations within corporate timelines and complete FINRA fingerprinting upon hire.
• A motivated self-starter with quick learning abilities and strong independent work skills.
• Proven sales, relationship management, and customer service abilities.
• Strong problem-solving skills and the capability to engage with customers effectively.
  
  

Preferred Qualifications

• Experience with inbound or phone-based sales.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• Familiarity with Salesforce and a good understanding of IRAs, retirement investment products/services, and the retirement plan environment.
• A growth mindset focused on achieving team and company sales goals.
  
  

Remote Work

This position can be performed remotely. Applicants must have authorization to work for any employer in the U.S., as we are unable to sponsor or take over sponsorship of an employment visa at this time.

What We Offer

• Comprehensive benefits including medical, dental, vision, and life insurance.
• Generous 401(k) plan with company matching contributions (up to 6%) and financial advisory services.
• Tuition reimbursement up to $5,250 per year.
• A business-casual work environment with the option to wear jeans.
• Generous paid time off, including ten paid company holidays, three floating holidays, and paid volunteer time.
• Leave of absence programs, including paid parental leave, short- and long-term disability, and Family and Medical Leave (FMLA).
• Business Resource Groups (BRGs) that support diverse interests and identities.
  
  

Salary Range

\(52,000 - \)64,000 base salary. Total compensation may include additional incentives based on performance, which could significantly exceed the base salary. Compensation will be finalized at the time of offer based on location, experience, education, and other factors.

Equal Opportunity Employer

We are committed to diversity and encourage all qualified individuals to apply. We offer equal employment opportunities regardless of age, race, color, national origin, sex, sexual orientation, gender identity, disability, veteran status, or any other protected status.

Remote Work Requirements

For remote positions, you must have a reliable high-speed internet connection and a suitable workspace at home. Necessary equipment will be provided.

Application Deadline

Please apply by 12:01 am on September 30, 2024.

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Employment Type: Full-Time