Remote Retirement Solutions Consultant

Empower Enterprise Philippines, Inc.; Manila; Hybrid; PHP 670,000 - 1,339,000; Full time

Job summary

Empower Enterprise Philippines, Inc. is seeking a Retirement Consultant to deliver personalized consultations addressing retirement planning needs, utilizing IRA and investment product knowledge, and a solid understanding of the qualified plan environment.

The role involves inbound and outbound calls, helping customers reach retirement goals, and coordinating with partners for specialized solutions. Flexibility with remote/hybrid work supports work-life balance and inclusivity.

Qualifications

• Bachelor's degree or equivalent combination of education and work experience.
• Demonstrated ability to manage multiple priorities in high-volume interactions.
• Strong written, verbal, and presentation communication skills.

Responsibilities

• Consult with active and terminated participants to assess retirement planning needs and provide personalized service.
• Provide recommendations on distribution, rollovers, and contribution strategies.
• Build customer relationships with empathy, professionalism, and proactive follow-through.

Skills

English fluency

Overnight hours

Communication skills

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Windows OS

Job description

Empower Enterprise Philippines, Inc. is seeking a Retirement Consultant to deliver personalized consultations addressing retirement planning needs, utilizing IRA and investment product knowledge, and a solid understanding of the qualified plan environment.

The role involves inbound and outbound calls, helping customers reach retirement goals, and coordinating with partners for specialized solutions. Flexibility with remote/hybrid work supports work-life balance and inclusivity.