Retirement Consultant for Roll over

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

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

Consult with active and terminated participants in employer-sponsored retirement plans to assess retirement planning needs and provide personalized service and support. Provide recommendations across distribution and rollover options, retirement account consolidation, investments, savings, and contribution strategies. Build customer relationships through personalized service while responding to plan- and policy-related questions with active listening, empathy, professionalism, and proactive follow-through. Communicate retirement plan policies, procedures, products, and options accurately, clearly, and concisely. Manage inbound customer conversations and outbound calls; handle service requests, research and resolve issues, and develop strategies that support customers in achieving their retirement goals. Deliver appropriate retirement solutions based on customer needs during each interaction. Identify and facilitate referral opportunities to partners who provide specialized solutions, including financial wellness, taxable investment strategies, and financial planning. Meet established monthly and annual asset growth, retention, and service goals.

What You Will Bring

Bachelor's degree or an equivalent combination of education and professional work experience. Demonstrated success in performance- or goal-oriented roles, preferably involving asset growth and customer retention. Working knowledge of Microsoft Windows and Microsoft Office, including Word, Excel, and PowerPoint, along with proficiency in PC-based file management. Demonstrated ability to manage multiple priorities and effectively navigate high-volume or challenging customer interactions. Strong written, verbal, and presentation communication skills. Fluency in English. Ability to work overnight hours. FINRA Series 7 and Series 66 registrations, or Series 7 with Series 63 and Series 65 registrations, required within established timelines. FINRA Fingerprinting required.

What Will Set You Apart

Ability to quickly learn Empower's recordkeeping system and Salesforce. Strong consulting skills. Demonstrated initiative and ability to learn new information quickly and independently. Knowledge of IRAs, retirement investment products and 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.

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.

Remote and Hybrid Positions

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 homework environment and the required internet connection.

Follow Empower Facebook, LinkedIn, X, Instagram, & Glassdoor