[Remote] Outbound Sales Coordinator

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