Financial Consultant– Retirement Services
Empower Careers · Orlando, FL
Job description(tap to read)
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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Position: Remote Benefits Representative Company: American Income Life (a proud member of Globe Life, a publicly traded company on NYSE) Earning Potential: $70,000 – $120,000+ per year (commissions + residual) Work From: Anywhere in the U.S. or Canada About the Opportunity Tired of clocking in, clocking out, and getting nowhere fast? This opportunity was built for those ready to break free from the ordinary. American Income Life empowers driven, self-starting professionals to take control of their income and career. As a Remote Benefits Representative, individuals connect with clients virtually (via Zoom) to help them understand and enroll in benefit programs that protect their families. There's no cold calling, no micromanaging — just meaningful conversations and real impact, all from the comfort of home. Those who are hungry for growth, financial freedom, and a career that truly rewards performance will find this to be the perfect fit. Why Candidates Love Working Here A Culture That Feels Like Family Success is celebrated at every level. Expect a vibrant, supportive environment filled with recognition, giveaways, and virtual team events that make Mondays something to look forward to. Freedom + Flexibility Work from anywhere. Set a schedule that fits your life. Take control of your day — and your paycheck. Real Growth Potential Every leader in the organization began in this same position. Advancement is based on performance, not politics. Financial Rewards That Match Effort Top representatives regularly earn $90K+ annually and advance quickly. Comprehensive Benefits Employees receive access to health plans if qualified through Globe Life, along with voluntary coverage options tailored to individual needs. Key Responsibilities • Meet with families virtually to help them select benefit programs that align with their goals. • Build trust, answer questions, and guide clients through enrollment. • Manage a personal book of business and maintain long-term relationships. • Collaborate with teammates and leadership committed to mutual success. Ideal Candidate Profile • Self-motivated, positive, and eager to grow. • Excellent communicator — friendly, confident, and authentic. • Comfortable using Zoom and other online communication tools. • Must be a U.S. or Canadian citizen. • Passionate about helping others and building meaningful relationships. No prior insurance experience is required — only a strong drive to succeed and a willingness to learn. Full training and mentorship are provided. Application Process Hiring managers are actively reviewing applications. Candidates should apply and watch for communication via text, email, or phone from a hiring representative. Your future doesn't have to look like your past. Take the first step toward freedom — apply today.
Position: Remote Benefits Representative Company: American Income Life (a proud member of Globe Life, a publicly traded company on NYSE) Earning Potential: $70,000 – $120,000+ per year (commissions + residual) Work From: Anywhere in the U.S. or Canada About the Opportunity Tired of clocking in, clocking out, and getting nowhere fast? This opportunity was built for those ready to break free from the ordinary. American Income Life empowers driven, self-starting professionals to take control of their income and career. As a Remote Benefits Representative, individuals connect with clients virtually (via Zoom) to help them understand and enroll in benefit programs that protect their families. There's no cold calling, no micromanaging — just meaningful conversations and real impact, all from the comfort of home. Those who are hungry for growth, financial freedom, and a career that truly rewards performance will find this to be the perfect fit. Why Candidates Love Working Here A Culture That Feels Like Family Success is celebrated at every level. Expect a vibrant, supportive environment filled with recognition, giveaways, and virtual team events that make Mondays something to look forward to. Freedom + Flexibility Work from anywhere. Set a schedule that fits your life. Take control of your day — and your paycheck. Real Growth Potential Every leader in the organization began in this same position. Advancement is based on performance, not politics. Financial Rewards That Match Effort Top representatives regularly earn $90K+ annually and advance quickly. Comprehensive Benefits Employees receive access to health plans if qualified through Globe Life, along with voluntary coverage options tailored to individual needs. Key Responsibilities • Meet with families virtually to help them select benefit programs that align with their goals. • Build trust, answer questions, and guide clients through enrollment. • Manage a personal book of business and maintain long-term relationships. • Collaborate with teammates and leadership committed to mutual success. Ideal Candidate Profile • Self-motivated, positive, and eager to grow. • Excellent communicator — friendly, confident, and authentic. • Comfortable using Zoom and other online communication tools. • Must be a U.S. or Canadian citizen. • Passionate about helping others and building meaningful relationships. No prior insurance experience is required — only a strong drive to succeed and a willingness to learn. Full training and mentorship are provided. Application Process Hiring managers are actively reviewing applications. Candidates should apply and watch for communication via text, email, or phone from a hiring representative. Your future doesn't have to look like your past. Take the first step toward freedom — apply today.
Position: Remote Benefits Representative Company: American Income Life (a proud member of Globe Life, a publicly traded company on NYSE) Earning Potential: $70,000 – $120,000+ per year (commissions + residual) Work From: Anywhere in the U.S. or Canada About the Opportunity Tired of clocking in, clocking out, and getting nowhere fast? This opportunity was built for those ready to break free from the ordinary. American Income Life empowers driven, self-starting professionals to take control of their income and career. As a Remote Benefits Representative, individuals connect with clients virtually (via Zoom) to help them understand and enroll in benefit programs that protect their families. There's no cold calling, no micromanaging — just meaningful conversations and real impact, all from the comfort of home. Those who are hungry for growth, financial freedom, and a career that truly rewards performance will find this to be the perfect fit. Why Candidates Love Working Here A Culture That Feels Like Family Success is celebrated at every level. Expect a vibrant, supportive environment filled with recognition, giveaways, and virtual team events that make Mondays something to look forward to. Freedom + Flexibility Work from anywhere. Set a schedule that fits your life. Take control of your day — and your paycheck. Real Growth Potential Every leader in the organization began in this same position. Advancement is based on performance, not politics. Financial Rewards That Match Effort Top representatives regularly earn $90K+ annually and advance quickly. Comprehensive Benefits Employees receive access to health plans if qualified through Globe Life, along with voluntary coverage options tailored to individual needs. Key Responsibilities • Meet with families virtually to help them select benefit programs that align with their goals. • Build trust, answer questions, and guide clients through enrollment. • Manage a personal book of business and maintain long-term relationships. • Collaborate with teammates and leadership committed to mutual success. Ideal Candidate Profile • Self-motivated, positive, and eager to grow. • Excellent communicator — friendly, confident, and authentic. • Comfortable using Zoom and other online communication tools. • Must be a U.S. or Canadian citizen. • Passionate about helping others and building meaningful relationships. No prior insurance experience is required — only a strong drive to succeed and a willingness to learn. Full training and mentorship are provided. Application Process Hiring managers are actively reviewing applications. Candidates should apply and watch for communication via text, email, or phone from a hiring representative. Your future doesn't have to look like your past. Take the first step toward freedom — apply today.
Telehealth PA or NP - Supporting Military Readiness (Remote) - (11 AM, 12 PM, or 1 PM Start) - Remote
UnitedHealth Group · Derby, 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.