Retirement Consultant – Roll In

Empower

. Drive consolidation of assets into proprietary employer-sponsored retirement plans .

Posted 10/16/2026full-timeRemote • United StatesJuniorMid-Level💰 $52,000 - $64,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in retirement investment vehicles, including 401(k), 403(b), 457b, 401(a), and IRA, while effectively managing customer relationships and providing education throughout the consolidation process. Proven ability to handle high volumes of calls and meetings, ensuring customer satisfaction and loyalty.

Highest-signal resume keywords

FINRA 6 & 63 RegistrationsRetirement Investment Vehicles ExpertiseCustomer Relationship ManagementHigh Volume Call HandlingFlexible Call Center Environment

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Retirement PlanningRollover ManagementExchange ManagementTransfer ManagementCustomer EducationOutbound CallingInbound CallingMeeting SchedulingEmail CorrespondenceDiscretion and Judgment

Soft Skills

Customer ServiceCommunicationProblem SolvingConsultative SkillsAdaptability

Certifications & Qualifications

FINRA 6 RegistrationFINRA 63 RegistrationFINRA Fingerprinting

Industry Keywords

Employer-Sponsored Retirement PlansConsolidation ProcessBook of BusinessParticipant SatisfactionCall Center Experience

About the role

Key responsibilities & impact

Drive consolidation of assets into proprietary employer-sponsored retirement plans
Act as a single point of contact, educator, and consultant for individual customers throughout the consolidation process
Maintain and manage a book of business ranging from 150–350 customers
Place outbound calls and handle inbound calls from participants
Schedule meetings with individual customers
Hold conference calls with contra firms and customers
Provide education and support throughout the consolidation process
Manage a high volume of scheduled meetings, inbound and outbound calls, and customer email correspondence
Receive real-time warm handoffs of newly generated leads from call centers
Service rollover relationships from opportunity handoff through close
Increase participant touch, satisfaction, and loyalty
Answer customer questions and concerns about retirement planning

Requirements

What you’ll need

High School diploma or GED
2 years of experience
FINRA 6 & 63 registrations required within corporate-established timelines
FINRA Fingerprinting
Ability to work within a flexible call center schedule and environment
Candidates must be authorized to work in the United States without requiring visa sponsorship
Reliable high-speed internet with a wired connection and a suitable home workspace
Prior telephone experience preferred
Expertise in retirement investment vehicles, especially 401(k), 403(b), 457b, 401(a), and IRA
Ability to exercise discretion and independent judgment when assisting customers with Rollover, Exchange, or Transfer

Benefits

Comp & perks

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) facilitating inclusion and collaboration
Bonus program or sales incentives, as applicable