Critical Minerals Markets, Supply Chains and U.S. Export Specialist - Remote
Axyde Analytics · Danville, VA
Job description(tap to read)
Critical Minerals Markets, Supply Chains and U.S. Export Specialist • Washington, DC Opportunity track:SEA / GLOBAL Engagement:Contingent individual consultant; engagement may be direct or through an eligible U.S. consulting firm Location:Remote — United States, with possible international travel Primary promotion location:Washington, DC 20001 Anticipated consulting fee:$125–$250 per hour, or a negotiated fixed price by work package The opportunity Axyde is building a senior expert bench for anticipated U.S. government-funded project-scoping assignments involving critical-minerals exploration, extraction, processing, refining, recycling, associated infrastructure, and downstream supply chains across the Indo-Pacific and other global markets. The selected specialist will help Axyde determine whether proposed projects address credible market needs, strengthen diversified and resilient supply chains, possess commercially supportable product and customer strategies, and create realistic opportunities for U.S. equipment, technology, software, and services. Assignments may begin with incomplete or inconsistent market data and require rapid, independent, and defensible conclusions. Axyde welcomes specialists with deep expertise in one or more mineral value chains, market-analysis methods, industrial-policy questions, trade and logistics, customer qualification, procurement, or U.S. export opportunities. Applicants are not expected to cover every critical mineral or downstream industry. Potential responsibilities • Analyze reserves and resources, mine and processing capacity, announced projects, production, inventories, demand, prices, costs, trade flows, geographic concentration, and supply-chain vulnerabilities. • Evaluate data quality and reconcile government, company, customs, market-intelligence, technical, and interview-based sources with transparent assumptions and limitations. • Assess feedstock security, processing bottlenecks, intermediate and finished-product specifications, logistics, storage, traceability, qualification pathways, and customer-acceptance requirements. • Evaluate project positioning within upstream, midstream, and downstream value chains, including likely customers, competitors, substitute materials, recycling, and technology change. • Review offtake, tolling, marketing, aggregation, strategic-stockpile, floor-price, prepayment, and other commercial structures at a project-scoping level. • Assess market-entry barriers, procurement practices, local-content requirements, tariffs, trade measures, subsidies, sanctions, applicable foreign-entity restrictions, and other relevant policy considerations without providing legal advice. • Identify credible opportunities for U.S. equipment, technology, software, engineering, environmental services, logistics, finance, and other project inputs. • Identify prospective U.S. suppliers and compare their likely competitiveness, technical fit, localization needs, commercial constraints, and relevant foreign competition. • Develop or independently review market, supply, demand, price, export-value, and scenario assumptions used in preliminary project economic and financial analysis. • Conduct targeted mineral, technology, end-use, supplier, competitor, and country deep dives. • Develop or review research tasks, data requirements, stakeholder plans, deliverables, schedules, and budgets for feasibility studies, technical assistance, pilots, market studies, or supply-chain assessments. • Participate in interviews with miners, processors, recyclers, manufacturers, traders, logistics providers, utilities, government officials, financiers, development institutions, prospective customers, and U.S. suppliers. • Contribute to concept consultations, initial assessments, project reports, presentations, implementation recommendations, risk registers, export estimates, and monitoring metrics. • Clearly distinguish observed facts, sourced estimates, modeled scenarios, interview evidence, professional judgments, and unresolved uncertainties. Required qualifications • At least 10 years of directly relevant experience in critical-minerals markets, commodity analysis, mining or processing strategy, industrial supply chains, procurement, industrial policy, international trade, or related advisory work. • Demonstrated expertise in one or more critical-mineral value chains and an understanding of how product form, purity, specifications, qualification, logistics, and end use affect marketability. • Experience translating imperfect market evidence into practical commercial conclusions, development options, scopes of work, decision criteria, and risk-mitigation measures. • Ability to analyze market and policy considerations without presenting uncertain forecasts as facts or overstating the precision of non-transparent market data. • Strong analytical writing, source evaluation, quantitative reasoning, and stakeholder-interview skills. • Ability to work under compressed schedules and document sources, assumptions, calculations, and limitations clearly. • Contract-required status:The individual performing the work must be either a U.S. citizen or a lawful permanent resident of the United States (green-card holder). Other forms of U.S. work authorization do not satisfy the stated requirements of the anticipated contracts. A consultant engaged directly as an individual must maintain a principal place of business in the United States. A consultant proposed through a firm must be employed or engaged through an entity that independently satisfies the solicitation's U.S.-firm requirements. Preferred qualifications • Degree in economics, finance, business, engineering, geology, metallurgy, public policy, international trade, supply-chain management, or another relevant discipline. • Quantitative market-modeling capability, including scenario, sensitivity, trade-flow, cost-curve, or supply-demand analysis. • Experience with U.S. manufacturers, defense or energy supply chains, government agencies, strategic-stockpile programs, export-credit agencies, multilateral development banks, or development-finance institutions. • Familiarity with offtake, tolling, qualification, aggregation, recycling, responsible-sourcing, traceability, or strategic-procurement arrangements. • Experience assessing U.S. export potential and identifying actual U.S. suppliers for international projects. • Expertise covering battery materials, rare earths, gallium, graphite, lithium, nickel, cobalt, copper, manganese, antimony, titanium, tungsten, vanadium, or other strategic materials. • Regional experience in Latin America, Europe and Eurasia, Africa and the Middle East, or the Indo-Pacific. Engagement conditions This is a contingent consulting opportunity, not an offer of full-time employment. No award, assignment, minimum number of hours, or minimum compensation is guaranteed. Engagement depends on contract award, assignment fit, eligibility, conflicts, availability, successful completion of Axyde's due diligence, and agreement on scope and pricing. The stated fee range is an anticipated range; the final rate or fixed price will depend on experience, role, work-package requirements, and applicable cost-reasonableness requirements. Some assignments may require rapid research, interviews, irregular coordination across time zones, or international travel. Travel requirements, approvals, insurance, information-access conditions, and reimbursable costs will be addressed in the applicable consulting agreement or work order. Participation in a U.S. Trade and Development Agency project-scoping assignment may make the participating consultant or subcontracting entity ineligible to compete—whether as a prime contractor, subcontractor, or otherwise—for certain USTDA-funded follow‑on activities resulting from that assignment, unless USTDA grants a waiver. Axyde will disclose the applicable restriction and obtain written acceptance before issuing a work order. Selected specialists may be asked for written permission to include their name, qualifications, and resume in a proposal. Applying does not by itself authorize Axyde to represent that an applicant has committed to a proposal or assignment. Work performed under an awarded contract will be subject to applicable confidentiality, data-rights, information-security, professional-responsibility, and conflict-of-interest requirements. Any proprietary databases, licensed market information, models, methodologies, or background intellectual property should be identified before an assignment begins. Axyde considers qualified applicants without regard to any status protected by applicable law. The citizenship or permanent-residence limitation above applies solely to work covered by the stated U.S. government contract requirements. #J-18808-Ljbffr
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? Stay in the know with The Currency and sign up for Empower's free newsletter. Workplace Flexibility: Remote - Nationwide