Outbound Associate
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. As an Outbound Associate, you will contribute in the pioneering of Empower's investment advisory offering. The Outbound Associate will interact with users of Empower's innovative financial dashboard to generate interest in wealth management services. What you will do
- Outbound and inbound phone sales.
- Generate interest with high net worth and mass affluent prospective clients to conduct a virtual meeting with a Financial Advisor.
- Interact with Financial Advisors regarding prospective clients.
- Help troubleshoot issues that users may have with the Financial Dashboard and relay to the technical support team.
- Interact with prospective clients via phone, chat, and email, and properly record interactions within customer relationship management software.
What you will bring
- Proven abilities to maintain appropriate policies & procedures for regulatory-driven requirements.
- Knowledge of investment products and services.
- Exceptional verbal, written and listening communication skills.
- Strong interpersonal skills, team-oriented, and collaborative.
- Possess a clean U4 record.
What will set you apart
- Excellent operational, organizational and follow-up skills with the ability to manage and process complex operational work.
- Proven investment advisory sales skills including proactive outbound calling efforts.
- Series 7, 63, 65 and 66 licensure a plus.
#LI-Remote #PJPW2
- 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.*
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) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
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.*
Job Posting End Date at 12:01 am on: 04-30-2026 Want the latest money news and views shaping how we live, work and play? Stay in the know with The Currency and sign up for Empower's free newsletter. Apply tot his job Apply To this Job