[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.ResponsibilitiesProvide over the phone guidance at key life moments to our customer, such as starting or ending employment regarding their employer-sponsored retirement accountDiscuss available account options, such as 401K and IRAs, to align to customer’s retirement savings goalsEducate our customers on information specific to their retirement plan, comparing options to best support their savings goalsFocus on deepening customer’s relationship with EmpowerSkillsBachelor's degree or an equivalent combination of education and professional work experienceMinimum of 1 year experience in performance/goal-oriented roles, ideally in asset growth and retentionCurrent FINRA licenses and/or ability to successfully obtain FINRA 7, 63 & 65 (or 66) registrations within corporate-established timelines and complete FINRA fingerprinting upon hireMotivated, self-starter with the ability to learn new information quickly and independentlyDemonstrated relationship management and customer service skillsProblem-solving skills and ability to engage with customers, ask questions, share thoughts & offer solutionsPrevious experience with inbound and/or phone-based consultationProficiency with Microsoft Suite of Products (Word, Excel, PowerPoint, Excel, etc.)Ability to quickly learn new systems and prior experience with SalesForce a plusGood understanding of IRAs, retirement investment products/services and the qualified retirement plan environmentA growth mindset to meet company and team goalsBenefitsMedical, dental, vision and life insuranceRetirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineupTuition reimbursement up to $5,250/yearBusiness-casual environment that includes the option to wear jeansGenerous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar yearPaid volunteer time — 16 hours per calendar yearLeave 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 OverviewPanAgora 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 http://www.panagora.com.



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