Retirement Consultant for Roll over

Empower; Taguig; On-site; PHP 420,000 - 700,000; Full time

Job summary

Empower Retirement Consultant delivers personalized consultations detailing solutions best suited to retirement planning needs. The consultant uses in-depth knowledge of IRA and investment products within the qualified plan environment to help customers achieve retirement goals.

The role requires a self-starter with excellent organizational skills, a competitive mindset, and the ability to thrive in a fast-paced environment while handling inbound and outbound calls with strong follow-through.

Qualifications

• Bachelor's degree or equivalent education/work experience.
• Proven success in performance/goal-oriented roles, especially in asset growth/retention.
• Strong Windows and Microsoft Office proficiency (Word, Excel, PowerPoint).
• Ability to manage multiple priorities in a fast-paced environment.
• Excellent written, verbal, and presentation skills.
• Fluent in English.
• Willingness to work overnight hours.
• FINRA 7 & 66 registrations within established timelines; FINRA fingerprinting required on hire.

Responsibilities

• Work with active and terminated participants of employer-sponsored retirement plans to provide service, support recommendations on distributions, rollovers, consolidation, investment conversations, savings, and contributions strategies.
• Cultivate relationships by delivering personalized service and respond to plan/program questions with listening, empathy, proactivity, and perseverance.
• Relay accurate information and provide clear, concise communication of policies and procedures.
• Handle inbound conversations, make outbound calls, manage service requests, research and resolve issues, and implement strategies to help customers reach retirement goals.
• Deliver optimal solutions to customers in every interaction.
• Identify referral opportunities to partners offering more complex solutions such as financial wellness or retirement planning.
• Meet monthly and annual asset growth and retention/service goals.

Skills

Fluent in English

Communication skills

Education

Bachelor's degree

Tools

Microsoft Office

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.