Remote Retirement Planning Consultant

Empower Enterprise Philippines, Inc.; Manila; Hybrid; PHP 600,000 - 900,000; Full time

Benefits offered by this job

Competitive benefits

Total compensation package

Job summary

Empower Enterprise Philippines, Inc. seeks a Retirement Consultant to deliver personalized consultations for retirement planning and investment solutions.

The role involves advising on IRA/ investments within qualified plans, servicing active and terminated participants, and ensuring proactive follow-through. Ideal candidates have a Bachelor’s degree, strong communication, and the ability to work overnight hours.

Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• Proven success in performance- or goal-oriented roles, preferably with asset growth or client retention.
• Strong written, verbal, and presentation communication skills.

Responsibilities

• Consult with active and terminated participants in employer-sponsored retirement plans to assess needs and provide personalized service.
• Provide recommendations across distributions, rollovers, consolidation, investments and contribution strategies.
• Build customer relationships through proactive follow-through and clear communication.

Skills

Communication skills

English fluency

Customer service

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Windows

Job description

Empower Enterprise Philippines, Inc. seeks a Retirement Consultant to deliver personalized consultations for retirement planning and investment solutions.

The role involves advising on IRA/ investments within qualified plans, servicing active and terminated participants, and ensuring proactive follow-through. Ideal candidates have a Bachelor’s degree, strong communication, and the ability to work overnight hours.