Guided Pathways Financial Consultant

Employment Type

: Full-Time


: Financial Services - Banking/Investment/Finance

Essential functions for this role include:

  • Empathize with participants and find opportunities to expand their engagement with ICMA-RC, focused on the participant taking action that will lead to the successful replacement of their monthly income need in retirement.
  • When appropriate and in the plan participant’s best interest, maximize the use of ICMA-RC’s products and services to include Managed Accounts through Morningstar Investment Management.
  • Provide subject matter expertise and in-depth knowledge of the Managed Accounts product and methodology.
  • Successfully persuade people to take action to improve their retirement readiness.
  • Identify and execute a defined strategy leading to new business growth opportunities to include the consolidation/ roll-in of eligible participant assets while retaining current participant accounts and assets.
  • Achieve established metrics for the role; which may include but not limited to increasing the participant’s overall diversification and wealth accumulation.
  • Follow practical application of all compliance, regulatory, and company policies and guidelines.
  • Ability to work a flexible schedule of hours Monday through Friday (no weekends), between the hours of 8:30am-9pm ET; preferred shift will be 10:30am-7pm.
  • If you have the following credentials, we encourage you to apply:

  • BA/BS or equivalent experience
  • 3-5 years experience; 3 years of customer contact experience in a sales or call center environment to include frequent (e.g., daily) communications with customers via telephone, e-mail and/or face-to-face preferably in the financial services arena. 

  • Strong oral communications, business writing and interpersonal skills
  • Ability to provide financial guidance and advice using sound investment practices
  • Strong knowledge of retirement plan products and regulatory guidelines
  • Strong working knowledge of ICMA-RC’s products, preferred
  • Ability to connect with participants via the phone and provide a quality customer service experience.
  • Driven to not only meet but exceed all organizational goals and objectives.
  • Ability to apply industry and corporate knowledge to handle all but the most complex problems independently.
  • Actively anticipates change and directs or redirects efforts accordingly
  • Proactively seeks ways to improve operations, preferred
  • Experienced and comfortable with cold calling.
  • Experienced and comfortable with public speaking, preferred
  • For your well-being, we offer a solid compensation and benefits package that features a competitive salary, a straight-forward incentive plan that rewards results, and a 401(k) Plan. For your career, we offer tuition reimbursement, professional development courses, seminars, career enrichment assignments, mentoring programs and a record of enterprise growth that creates continuing opportunities for career advancement. Consider ICMA-RC, and respond in strictest confidence. ICMA-RC is an Equal Opportunity Employer that values diversity in the workplace. Minorities and women are encouraged to apply. We look forward to hearing from you.

    * The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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