Outbound Coordinator – Remote, US
Msccn
Full-time
Remote
United States
$38,500 - $49,000 USD yearly
ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. If you have the required skill set, education requirements, and experience, please click the submit button and follow the next steps.
Grow your career with a growing organization
Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.
As an Outbound Coordinator, you will be responsible for engaging current retirement plan participants and retail customers that have expressed an interest in Empower's financial services. You’ll generate interest and schedule qualified appointments that lead to a sale, or that lead to a meeting with a financial consultant or advisor who will review the individual’s goals and investment strategy and offer guidance and advice.
What you will do
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.
Additional Qualifications/Responsibilities
What you will bring
High school diploma or equivalent. Associate’s degree is preferred, but not required.
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.
What will set you apart
Previous financial experience and/or investment product and services knowledge preferred.
Proven investment advisory sales skills including proactive outbound calling efforts preferred.
Sales experience a plus.
Exceptional verbal, written and listening communication skills.
Strong interpersonal skills, team-oriented, and collaborative.
***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
#PJPW
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
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) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.
Base Salary Range
$38,500.00 - $49,000.00
The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Equal opportunity employer • Drug-free workplace
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
Grow your career with a growing organization
Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.
As an Outbound Coordinator, you will be responsible for engaging current retirement plan participants and retail customers that have expressed an interest in Empower's financial services. You’ll generate interest and schedule qualified appointments that lead to a sale, or that lead to a meeting with a financial consultant or advisor who will review the individual’s goals and investment strategy and offer guidance and advice.
What you will do
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.
Additional Qualifications/Responsibilities
What you will bring
High school diploma or equivalent. Associate’s degree is preferred, but not required.
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.
What will set you apart
Previous financial experience and/or investment product and services knowledge preferred.
Proven investment advisory sales skills including proactive outbound calling efforts preferred.
Sales experience a plus.
Exceptional verbal, written and listening communication skills.
Strong interpersonal skills, team-oriented, and collaborative.
***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
#PJPW
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
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) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.
Base Salary Range
$38,500.00 - $49,000.00
The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Equal opportunity employer • Drug-free workplace
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***