Retirement Consultant for Roll over

empower; Manila; On-site; PHP 3,696,857 - 5,545,286; Full time

Job summary

Empower Retirement is seeking a Retirement Consultant to provide personalized consultations for customers’ retirement planning needs. You will work with detailed IRA/investment product information and maintain strong organizational skills in a fast-paced environment.

The role requires a Bachelor's degree or equivalent, fluency in English, and willingness to work overnight hours. FINRA registrations 7 & 66 are needed within timelines, and fingerprinting is required upon hire.

Qualifications

• Bachelor's degree or equivalent combination of education and work experience.
• Proven success in performance/goal-oriented roles, ideally in asset growth and retention.
• Strong computer skills: Windows, MS Office (Word, Excel, PowerPoint).
• Ability to manage multiple priorities and handle stressful situations daily.
• Excellent written and verbal communication and presentation skills.
• Fluent in English.
• Willingness to work overnight hours.
• FINRA 7 & 66 registrations within timelines; fingerprinting required.

Responsibilities

• Provide service and guidance to active and terminated participants in employer-sponsored retirement plans.
• Deliver personalized timing and solution recommendations (distribution, rollover, investments).
• Engage customers with listening, empathy, and proactive communication.
• Explain policies clearly and document interactions accurately.
• Handle inbound calls and outbound outreach; resolve issues and support retirement goals.
• Identify referral opportunities to partners for more complex solutions.
• Aim to meet asset growth and retention goals monthly and annually.

Skills

Fluent in English

Excellent communication

Strong presentation skills

Organizational skills

Ability to work overnight hours

Customer service mindset

Education

Bachelor's degree or equivalent

Tools

Salesforce

Record keeping system

Job description

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.

The Retirement Consultant delivers personalized consultations detailing solutions best suited to the retirement planning needs of Empower customers. The Consultant utilizes detailed information on IRA and investment products and has a solid understanding of the qualified plan environment. The successful Consultant enjoys assisting 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 outstanding follow‑through with those they are assisting. Empower offers highly competitive benefits and total compensation packages.

What you will do

• Work with active and terminated participants of employer-sponsored retirement plans to provide service, support recommendations on variety of needs including distribution and rollover options, consolidation, investment conversations, savings, and contributions strategies
• 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 with external and internal customers
• Relay accurate information and provide clear and concise communication of policies and procedures
• Manage inbound conversations, make outbound calls, handle service requests, research and resolve issues, develop and implement strategies to assist the customer with achieving their retirement goals
• Deliver optimal solutions to customers in every interaction
• Identify referral opportunities to partners who provide next step or in-depth complex solutions such as financial wellness, taxable investment strategies, or financial planning
• Meet monthly and annual asset growth and retention/service goals

What you will bring

• Bachelor's degree or an equivalent combination of education and professional work experience
• Demonstrated success in performance/goal-oriented roles, ideally in asset growth and retention
• Good working knowledge of Windows, Microsoft Office Software (Word, Excel, PowerPoint, Excel, etc.) and various file manipulation skills on a PC
• Demonstrated experience managing multiple priorities and ability to handle stressful situations and people daily
• Strong written, verbal, and presentation skills
• Fluent in English
• Ability to work overnight hours
• FINRA 7 & 66 (or 63 and 65) registrations required within established timelines
• FINRA fingerprinting required upon hire

What will set you apart

• Ability to quickly learn Empower's record keeping system and Salesforce software
• Solid consulting skills
• Motivated, self-starter with the ability to learn new information quickly and independently
• Good understanding of IRAs, retirement investment products/services and the qualified retirement plan environment

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, 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.