Customer Service Manager
Eurofins · Spokane, WA
Job description(tap to read)
Company Description Eurofins Scientific is an international life sciences company, providing a unique range of analytical testing services to clients across multiple industries, to make life and our environment safer, healthier and more sustainable. From the food you eat, to the water you drink, to the medicines you rely on, Eurofins laboratories work with the biggest companies in the world to ensure the products they supply are safe, their ingredients are authentic and labelling is accurate. The Eurofins network of companies is the global leader in food, environment, pharmaceutical and cosmetic product testing and in agroscience Contract Research Organisation services. It is one of the market leaders in certain testing and laboratory services for genomics, discovery pharmacology, forensics, advanced material sciences and in the support of clinical studies, as well as having an emerging global presence in Contract Development and Manufacturing Organisations. It also has a rapidly developing presence in highly specialised and molecular clinical diagnostic testing and in-vitro diagnostic products. In over 30 years, Eurofins has grown from one laboratory in Nantes, France to 58,000 staff across a decentralised and entrepreneurial network of 900 laboratories in over 54 countries. Eurofins companies offer a portfolio of over 200,000 analytical methods to evaluate the safety, identity, composition, authenticity, origin, traceability and purity of biological substances and products. 1. Eurofins Group Eurofins Scientific through its subsidiaries is a world leader in food, environment, pharmaceutical and cosmetic product testing, discovery pharmacology, forensics, advanced material sciences, and in agroscience Contract Research services. It is also one of the global independent market leaders in genomics and in the support of clinical studies, as well as in BioPharma Contract Development and Manufacturing. In addition, Eurofins is one of the key emerging players in specialty esoteric and molecular clinical diagnostic testing in Europe and the USA. With over 65,000 staff across a network of independent companies in 60 countries and operating over 950 laboratories, Eurofins offers a portfolio of over 200,000 analytical methods for evaluating the safety, identity, composition, authenticity, origin and purity of biological substances and products, as well as for innovative clinical diagnostics. The objective of Eurofins companies is to provide their customers with high-quality services, accurate results on time and expert advice by their highly qualified staff. Learn more about Eurofins Group at 2. Eurofins Food Assurance Eurofins Food Assurance (FA) is a global trusted expert in food safety and integrity, supporting food manufacturers and retailers in identifying and mitigating risks across their entire food value chain. Eurofins' worldwide network of experts provides auditing, certification, training and advisory services, including food label check, helping customers comply with regulatory and market standards and bring safe, high-quality products to market. In the United States, the portfolio covers GFSI certification schemes (SQF, BRCGS, FSSC 22000), second-party supplier audits, retailer and brand-owner audit programs, social and ethical audits, GMP audits, training and consulting. Learn more at 3. Eurofins Healthcare Assurance Eurofins Healthcare Assurance supports manufacturers, brand owners and retailers of dietary supplements, cosmetics and personal care products in demonstrating cGMP compliance and gaining retailer trust and consumer confidence. The US portfolio is built around GMP process certification to 21 CFR 111 and 21 CFR 117, NSF/ANSI 455-2, the GRMA retailer-recognized program, cosmetics GMP (ISO 22716), SSCI-recognized schemes, along with social and ethical compliance audits, dedicated training and advisory services. Market regulations vary from country to country, but a growing number of retailers now require their suppliers to meet cGMP requirements – making this one of the fastest-growing assurance segments in the US. Learn more at Job Description Based anywhere in the United States, and reporting to the Commercial Director for Food & Healthcare Assurance US, the Customer Service Manager owns a defined portfolio of accounts across both business lines and acts as the primary commercial point of contact for clients – from initial request and quotation through to contract signature, handover to scheduling, and renewal. The role is deliberately built across the two branches: approximately 50% of the activity is dedicated to Food Assurance and 50% to Healthcare Assurance (GMP certification for dietary supplements, cosmetics and over-the-counter drugs). It combines transactional excellence – fast, accurate quoting and order processing – with genuine account ownership: retaining, serving and growing a base made up of both mid-size single-site clients and large multi-site accounts. This is a fully remote, client-facing position conducted online (phone, email and video), working hand in hand with the technical, scheduling and operations teams who deliver the audits. It is a farmer and portfolio-management role rather than a pure hunter role: success is measured by client retention, conversion rate on quotations, revenue growth on the existing base and quality of service Customer Service Manager – Food & Healthcare Assurance Include but are not Limited to the Following: Account management & client relationship • Own a defined portfolio of Food Assurance and Healthcare Assurance clients – from mid-size single-site companies to large multi-site accounts – as their primary commercial point of contact. • Manage the relationship remotely through a structured contact plan: regular check-in calls, video meetings and business reviews for the most significant accounts. • Understand each client's certification roadmap (audit cycle, scope and standard changes, new sites, new product categories) and anticipate their needs. • Work closely with technical services, scheduling and operations to resolve client issues, secure delivery dates and protect the client experience; escalate early when required. • Safeguard and grow the installed base: renewals, recertification cycles, multi-site expansion and cross-selling of additional standards and services. • Handle client complaints and commercial disputes in a factual, solution-oriented way, in coordination with the Commercial Director. Quoting & sales execution • Prepare, issue and follow up quotations and proposals for certification, audit, training and advisory services across both business lines. • Qualify inbound requests (web, marketing campaigns, referrals, existing clients) and convert them into signed agreements. • Follow up on open offers to drive approval and signature; negotiate within the approved pricing framework and escalate exceptions. • Process orders and contracts, ensuring accuracy of scope, standard, site list, pricing and contractual terms before handover to scheduling and operations. • Manage renewals and multi-year certification cycles proactively so that no surveillance or recertification audit is lost by default. • Consistently meet or exceed quotation turnaround, conversion and revenue targets on the assigned portfolio. Pipeline, CRM & reporting • Maintain client records, opportunities and pipeline in the CRM with a high standard of data hygiene – every interaction documented. • Track order status, win/loss outcomes, renewal dates and revenue forecast, with a clear split between Food and Healthcare. • Provide regular reporting to the Commercial Director on portfolio performance, conversion rates and at-risk accounts. • Contribute to the monthly commercial reporting cycle and KPI reviews for both business lines. Cross-business-line development • Identify and pursue cross-selling opportunities between the two portfolios – for example a food manufacturer entering the supplement or cosmetic space, or a supplement brand whose co-manufacturers require GFSI certification. • Support marketing campaigns, webinars and industry events with structured, timely lead follow-up. • Share market intelligence (competitor positioning and pricing, standard and regulatory changes, client feedback) with the commercial organization. • Share best practices with the wider sales team and contribute to overall commercial objectives. Qualifications Basic Minimum Education Qualifications: • Bachelor's degree in Business, Sales, Marketing, Economics, Food Science, Biology, Chemistry, Pharmacy or a related field. • Equivalent professional experience may substitute for formal education. Basic Minimum Work Requirements: • Minimum 2 years' experience in B2B inside sales, customer service, business development or account support. • Exposure to lead qualification, quoting, order processing or account management. • TIC (Testing, Inspection & Certification) industry experience is an advantage. • Knowledge of the food industry, audit schemes, food certifications, and/or the health and wellness industry (dietary supplements, cosmetics, personal care/OTC) and their supply chains is a strong advantage. • Prior experience within a certification body, audit firm, laboratory or consulting organization is a plus. • Authorization to work in the United States indefinitely without restriction or sponsorship. The Ideal Candidate Possesses the Following: Sales & communication • Excellent verbal and written communication skills. • Active listening and needs-analysis skills, with the ability to identify client pain points. • Professional phone, email and video-meeting presence – credibility is built entirely online in this role. Organizational & analytical • Strong time management and prioritization skills across two business lines. • Ability to manage multiple accounts, quotations and deadlines simultaneously without losing accuracy. • Data-driven mindset, comfortable tracking KPIs, pipelines and forecasts. • Rigor on contractual and pricing detail – scope, sites, standards and terms must be right the first time. Technical & digital • Proficiency with CRM systems (Microsoft Dynamics) and quoting tools. • Comfortable with MS Office (strong Excel), video conferencing and collaborative platforms. • Ability to learn certification schemes, service portfolios and internal systems quickly. Interpersonal & behavioral • Customer-focused and solution-oriented mindset. • Resilience and persistence in a target-driven environment. • Self-starter, able to work independently in a fully remote setting while remaining a strong team player. • Highest standards of professional ethics and integrity, in line with the impartiality requirements applying to certification activities. • Adaptability and openness to feedback. Language • Fluency in English • Ability to work in an international, multicultural and matrix environment. Additional Information The position is fully remote full-time, Monday-Friday, 8:00a.m.-5:00p.m., with overtime as needed. Candidates can reside anywhere in the United States. Excellent full-time benefits including: • Compensation: $58,000 - $65,000 base + bonus eligibility • Comprehensive medical coverage, dental, and vision options • Life and disability insurance • 401(k) with company match • Paid vacation and holidays Eurofins USA Food Testing is a Disabled and Veteran Equal Employment Opportunity employer. • Compensation: USD 58000 - USD 65000 - yearly
Telehealth PA or NP - Supporting Military Readiness (Remote) - (11 AM, 12 PM, or 1 PM Start) - Remote
UnitedHealth Group · Haysville, KS
Explore opportunities with Logistics Health Incorporated (LHI), part of the Optum family of business. We're dedicated to simplifying the logistics of complex workforce health programswith cost-effective solutions and a seamless distribution process. With offices in La Crosse, Wis., a satellite office in Chicago and remote employees throughout the country, we have a variety of rewarding career opportunities for you. Elevate your career as you help us create a healthier tomorrow for everyone and discover the meaning behind Caring. Connecting. Growing together. The Optum Serve Physician Assistant or Nurse Practitioner provides clinically competent delivery of quality virtual medical care services required during Optum Serve operations. The PA or NP is responsible for providing clinically competent medical care services, within their scope of practice. The PA or NP working remotely on behalf of Optum Serve is responsible for safe patient care and ensuring adherenceto all Optum Serve Policies and Procedures. All PA or NP shall meet the qualifications for their specialty and perform essentially the same functions, within the scope of acceptable standards for their technical professional discipline, as those required by DoD or government service technical professionals of similar experience and in similar duty assignments. This position works in collaboration with other providers as well as other team members of the healthcare team to complete Virtual health assessments in non-traditional healthcare settings. This provider is responsible for virtual patient triage, assessments, and referrals of all presenting patients to Optum Serve Telehealth. Seeking to hire PAs or NPs who reside or hold licensure in the following states with ability to obtain multiple state licenses per regional assignment: KS, OR, AR, AK, IA, ME, KY, CT, NH, WV, DE, MT, ID, SD, NM, RI, ND, VT, WY, WY, NE Essential Functions Include: This role is entirely remote and requires working in a non-traditional clinical setting. It is also (virtually) customer-facing with high expectations for operational excellence. The noise level is moderate and there is no risk of exposure to infectious diseases and blood-borne pathogens. Hours may vary based on location, patient volume, and business needs. This list of essential functions is not exhaustive and may be supplemented and changed as necessary. • Excellent critical thinking, problem solving, verbal and written communication skills, in addition to patience and a high-level of customer service to all patients and fellow staff • Always acts professionally with minimal supervision as a representative of Optum Serve • Possesses strong organizational skills and the ability to prioritize, solve moderately complex problems while working both independently and collaboratively with others • Maintains compliance with Optum Serve and Federal, State, and Local regulatory, contractual, and organizational guidelines including HIPAA as outlined in training and policies/procedures, quality assurance and improvement processes • Organizes workload, sets priorities, completes assignments in a timely manner and utilizes resources appropriately while complying with organizational standards • Dedicated to building rapport with team members, internal and external customers, and management team by demonstrating a strong customer service orientation and a continuous positive image of Optum Serve • Is punctual for work attendance and abide by work schedule • Practices within mandated scope of licensure/certification • Provide excellent patient care within the scope of PA or NP credentialed privileges • Analyze and interpret histories, symptoms, physical findings, and diagnostic information • Maintain complete and detailed records of patients' plans of care, documenting care within an appropriate time frame • Conduct virtual medical assessment • Ensure appropriate follow-ups for all referrals • Ensure patient assessments are being carried out as per site guidelines • Manage new medical problems and appropriate follow-up on any ongoing medical problems • Perform other duties as assigned by Leadership • Apply proper patient identification practice and HIPPA compliance • Provide virtual support in emergent situations to patients who have medical needs while waiting for emergency response team • Remain up to date on all contract requirements • This list of essential functions is not exhaustive and may be supplemented and changed as necessary Emergency Response: • Responsible for assessment of patient's emergent needs in a nontraditional setting • Attune assessment and critical thinking skills to ensure appropriate care can be delivered safely and within the scope of capabilities of the available resources • Skilled in emergency response Shift Expectations: • There will be 3 shift options: 11 am CST, 12 noon CST or 1 pm CST start • Each shift will be 8.5 hours and include two 15 minute breaks and one 30 minute lunch break • All shifts must work one weekend rotation per month with the choice of a weekday off that week Mental Demands: Reading, writing, attention to detail, confidentiality, problem-solving, ad hoc decision-making skills, math skills, reasoning skills, oral communication, written communication, customer contact, multiple concurrent tasks, stress management skills, interpersonal skills, ability to work independently with minimal supervision. Physical Demands: Handling (holding, grasping, turning, or otherwise working with the hand or hands), fingering (picking, pinching, fine manipulation), sitting, standing and speaking for long periods of time, and walking. Seeing and hearing alarms and settings responding according to training and procedures. You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in. Required Qualifications: • Degree from an accredited university in a Physician Assistant Program or Master's Degree from an accredited university in a Nurse Practitioner program • Valid and unrestricted professional PA or NP license in the state which you reside • Ability to apply for 10+ additional assigned state licensures within 2 weeks of hire date • Collaborative physician agreement if applicable based on state scope of practice regulations • 1+ years as a PA or NP in a clinical environment including oversight of ancillary and clinical staff and caring for adults • Experience conducting assessments on wide variety of acute/chronic conditions • Proven experience utilizing electronic health record (EHR) platforms to document, review, and manage patient information • Ability to work one or more of the listed schedule requirements including one weekend rotation per month Preferred Qualifications: • 2+ years clinical experience in a health care delivery system • VA and/or military experience • Experience working in a Virtual setting • Experience working in a call center environment, handling a high volume of calls and performing repetitive tasks while maintaining quality and productivity standards • Familiarity with government forms and documentation • Proven leadership experience including the ability to supervise, coach and develop staff using excellent interpersonal and communication skills • Has multiple licensures preferably in one or more of the following states with ability to obtain multiple state licenses per regional assignment: KS, OR, AR, AK, IA, ME, KY, CT, NH, WV, DE, MT, ID, SD, NM, RI, ND, VT, WY, WY, NE • Excellent written and verbal communication skills • Excellent social and therapeutic communications skills • Excellent interpersonal and problem-solving skills • Excellent computer skills in Microsoft Office and database experience *All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy Compensation for this specialty generally ranges from $113,000 - $173,500. Total cash compensation includes base pay and bonus and is based on several factors including but not limited to local labor markets, education, work experience and may increase over time based on productivity and performance in the role. We comply with all minimum wage laws as applicable. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. Application Deadline: This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants. At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission. UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.
Property Claims Adjuster Specialist - Field
USAA · Airway Heights, WA
Why USAA?At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values– honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The OpportunityAs a dedicated Property Adjuster Specialist , you will work within established guidelines and framework to investigate, evaluate, negotiate, and settle complex property insurance claims presented by or against our members. You will confirm and analyzes coverage, recognize liability exposure and negotiate equitable settlements in compliance with all state regulatory requirements.Property Adjuster Specialist focus on using technology and desk adjusting for a virtual first approach to inspections and claims handling. USAA also provides a company vehicle to physically inspect losses within your locally assigned territory. Field Adjusters may travel outside of their local territory to respond to claims in other regions when needed. This is an hourly, non-exempt position with paid overtime available.This is a field-based role for Spokane, WA . Candidates currently living in this location or willing to self-relocate are encouraged to apply.What you'll do: Proactively manages assigned claims caseload comprised of complex damages that require commensurate knowledge and understanding of claims coverage including potential legal liability. Partners with vendors and internal business partners to facilitate complex claims resolution. May also involve external regulatory coordination to ensure appropriate documentation and compliance. Investigates claim damages by conducting research from various sources, including the insured, third parties, and external resources. May identify and resolve potential discrepancies and identifies subrogation potential resulting from unusual characteristics. Identifies coverage concerns, reviews prior loss history, determines and creates Special Investigation Unit (SIU) referrals, when appropriate. Determines coverage through analyzing information involving complex policy terms and contingencies. Determines and negotiates complex claims settlement within authority limits. Develops recommendations and collaborates with management for determining settlement amounts outside of authority limits and accurately manages claims outcomes. Maintains accurate, thorough, and current claim file documentation throughout the claims process. Advance knowledge of estimating technology platforms and virtual inspection tools. Utilizes platforms and tools to prepare claims estimates to manage complex property insurance claims. Supports workload surges and catastrophe (CAT) response operations as needed, including mandatory on-call dates and potential evening, weekend, and/or holiday work outside normal work hours. May be assigned CAT deployment travel with minimal notice during designated CATs. Works various types of claims, including ones of higher complexity, and may be assigned additional work outside normal duties as needed. Works independently solving complex problems with minimal guidance; acts as a resource for colleagues with less experience. Adjusts complex claims with attorney involvement. Recognizes and addresses jurisdictional challenges such as applicable legislation and construction considerations. May require travel to resolve claims, attend training, and conduct in-person inspections. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. 2 years of relevant property claims adjusting experience of moderate complexity losses that includes writing estimates, involving dwelling and structural damages. Advanced knowledge of estimating losses using Xactimate or similar tools and platforms. Proficient knowledge of residential construction. Proficient knowledge of property claims contracts and interpretation of case law and state laws and regulations. Proficient negotiation, investigation, communication, and conflict resolution skills. Proven investigatory, analytical, prioritizing, multi-tasking, and problem-solving skills. Ability to travel 50-75% of the year (local&non-local) and/or work catastrophe duty when needed. Acquisition and maintenance of insurance adjuster license within 90 days and 3 attempts. What sets you apart: US military experience through military service or a military spouse/domestic partner 5 years of prior field experience handling higher severity/complex losses (i.e. vandalism, malicious mischief, foreclosures, earth movement, collapse, liability, etc.) Prior experience adjusting property claims using virtual technologies Prior property field adjuster experience handling DWG, APS and ALE adjustments Industry designations such as AINS, CPCU, AIC, SCLA (or actively pursuing) Xactimate Level 1 and/or Level 2 certification Prior deployments in support of catastrophes Currently hold an active Adjuster License Currently reside within or have the ability to self-relocate to the territory of Spokane, WA Physical Demand Requirements: May require the ability to crouch and stoop to inspect confined spaces, to include attics and go beneath homes into crawl spaces. May need to meet all USAA safe driving requirements including verification of driving record through MVR&possession of valid driver's license. May require the ability to lift a minimum of 35 pounds to include lifting a ladder in and out of the trunk of a car. May require the ability to climb ladders and traverse roofs, this includes the ability to work at heights while inspecting roofs and attics. Compensation range: The salary range for this position is: $69,920.00 - $133,620.00. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Financial Consultant– Retirement Services
Empower Careers · Lubbock, TX
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. This role is eligible for a $5,000 sign on bonus for candidates who are already fully licensed! Sign-on bonus eligibility applies to candidates who apply on or before September 30. 6:00 am to 7:00 pm MT are our operating hours, and shifts are assigned based on business need. The Senior Workplace Planning Consultant delivers comprehensive retirement and financial wellness advice and education to participants within employer-sponsored plans, guiding them through key decision points that influence their long-term financial success. In this role, associates demonstrate strong planning acumen, confidently guide participants through managed account solutions, and deepen relationships through proactive, personalized engagements that support overall financial well-being. The successful Consultant likes helping customers achieve their retirement goals, is a self-starter with excellent organizational skills, and has a competitive personality. Must be upbeat, ambitious, and enjoy a fast-paced environment. Responsibilities include both inbound and outbound calls and require excellent follow-through with those they are assisting. What you will do • Cultivate relationships with customers by delivering personalized service and respond to a variety of plan and policy-related questions by exhibiting listening, patience, empathy, authenticity, proactivity and perseverance • Relay accurate information and provide clear and concise communication of policies and procedures • Retain assets through education and guidance of available plan specific and general distribution options • Engage in a dialogue to educate customers in making informed distribution decisions and the advantages of participation in a company sponsored retirement plan or an individual retirement account versus the tax implications of taking receipt of the proceeds from their retirement investments • Deliver optimal solutions to customers in every interaction • Engage with peers in the organization to problem solve and deliver results • Use innovative tools and services to find the best options and strategies to help customers with their retirement-planning needs • Meet monthly and annual sales and service goals What you will bring • Bachelor's degree or an equivalent combination of education and professional work experience • 2+ years of experience in financial services, retirement planning, or advisory environments • Demonstrated success in sales • Good understanding of IRAs, retirement investment products/services and the qualified retirement plan environment • Demonstrated experience managing multiple priorities and ability to handle stressful situations and people on a daily basis • Good working knowledge of Windows, Microsoft Office Software (Word, Excel, PowerPoint, Excel, etc.) and various file manipulation skills on a PC • Ability to quickly learn Empower's record keeping system, Salesforce software • FINRA 7 & 66 (or 63 & 65) registrations required • FINRA fingerprinting upon hire What will set you apart • Strong consulting skills • Motivated, self-starter with the ability to learn new information quickly and independently • Strong written, verbal and presentation skills ***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 currently, 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 $65,600.00 - $92,675.00 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: 11-08-2026 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. Workplace Flexibility: Remote - Nationwide
Retirement Planning Consultant
Empower Careers · Lubbock, TX
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. This role is eligible for a $5,000 sign on bonus for candidates who are already fully licensed! Sign-on bonus eligibility applies to candidates who apply on or before September 30. 6:00 am to 7:00 pm MT are our operating hours, and shifts are assigned based on business need. The Senior Workplace Planning Consultant delivers comprehensive retirement and financial wellness advice and education to participants within employer-sponsored plans, guiding them through key decision points that influence their long-term financial success. In this role, associates demonstrate strong planning acumen, confidently guide participants through managed account solutions, and deepen relationships through proactive, personalized engagements that support overall financial well-being. The successful Consultant likes helping customers achieve their retirement goals, is a self-starter with excellent organizational skills, and has a competitive personality. Must be upbeat, ambitious, and enjoy a fast-paced environment. Responsibilities include both inbound and outbound calls and require excellent follow-through with those they are assisting. What you will do • Cultivate relationships with customers by delivering personalized service and respond to a variety of plan and policy-related questions by exhibiting listening, patience, empathy, authenticity, proactivity and perseverance • Relay accurate information and provide clear and concise communication of policies and procedures • Retain assets through education and guidance of available plan specific and general distribution options • Engage in a dialogue to educate customers in making informed distribution decisions and the advantages of participation in a company sponsored retirement plan or an individual retirement account versus the tax implications of taking receipt of the proceeds from their retirement investments • Deliver optimal solutions to customers in every interaction • Engage with peers in the organization to problem solve and deliver results • Use innovative tools and services to find the best options and strategies to help customers with their retirement-planning needs • Meet monthly and annual sales and service goals What you will bring • Bachelor's degree or an equivalent combination of education and professional work experience • 2+ years of experience in financial services, retirement planning, or advisory environments • Demonstrated success in sales • Good understanding of IRAs, retirement investment products/services and the qualified retirement plan environment • Demonstrated experience managing multiple priorities and ability to handle stressful situations and people on a daily basis • Good working knowledge of Windows, Microsoft Office Software (Word, Excel, PowerPoint, Excel, etc.) and various file manipulation skills on a PC • Ability to quickly learn Empower's record keeping system, Salesforce software • FINRA 7 & 66 (or 63 & 65) registrations required • FINRA fingerprinting upon hire What will set you apart • Strong consulting skills • Motivated, self-starter with the ability to learn new information quickly and independently • Strong written, verbal and presentation skills ***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 currently, 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 $65,600.00 - $92,675.00 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: 11-08-2026 Want the latest money news and views shaping how we live, work and play? 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