[Remote] Financial Consultant

Note: The job is a remote job and is open to candidates in USA. PanAgora Asset Management is part of Empower Retirement, which envisions transforming financial lives by fostering a flexible work environment. As a Financial Consultant in the Retirement Plan Advisory Team, you will provide guidance to customers on retirement savings options and help them navigate their employer-sponsored retirement accounts. Responsibilities Provide over the phone guidance at key life moments to our customer, such as starting or ending employment regarding their employer-sponsored retirement account Discuss available account options, such as 401K and IRAs, to align to customer’s retirement savings goals Educate our customers on information specific to their retirement plan, comparing options to best support their savings goals Focus on deepening customer’s relationship with Empower Skills Bachelor's degree or an equivalent combination of education and professional work experience Minimum of 1 year experience in performance/goal-oriented roles, ideally in asset growth and retention Current FINRA licenses and/or ability to successfully obtain FINRA 7, 63 & 65 (or 66) registrations within corporate-established timelines and complete FINRA fingerprinting upon hire Motivated, self-starter with the ability to learn new information quickly and independently Demonstrated relationship management and customer service skills Problem-solving skills and ability to engage with customers, ask questions, share thoughts & offer solutions Previous experience with inbound and/or phone-based consultation Proficiency with Microsoft Suite of Products (Word, Excel, PowerPoint, Excel, etc.) Ability to quickly learn new systems and prior experience with SalesForce a plus Good understanding of IRAs, retirement investment products/services and the qualified retirement plan environment A growth mindset to meet company and team goals 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 PanAgora Asset Management is a quantitative investment manager whose proprietary approach is designed to capitalize on inefficiencies across market cycles and to deliver relative and absolute returns through distinct and innovative equity, multi-asset and risk premia strategies. It was founded in 1989, and is headquartered in Boston, Massachusetts, USA, with a workforce of 51-200 employees. Its website is