Retirement Consultant Roll-in

Empower; Taguig; Vor Ort; PHP 300.000 - 420.000; Vollzeit

Zusammenfassung

Empower is seeking a Retirement Consultant – Roll In to consolidate retirement assets into employer-sponsored plans across a high-volume call center environment.

You will educate customers on retirement options and guide them through rollovers, exchanges, and transfers, managing relationships from first contact to completion while partnering with contra firms.

Qualifikationen

• Minimum of 2 years of experience in financial services.
• Ability to work within a flexible call center schedule and environment.
• FINRA Series 6 and Series 63 registrations required within established timelines.
• FINRA fingerprinting required.

Aufgaben

• Place outbound calls to consolidate retirement assets.
• Educate customers on retirement vehicles (401(k), 403(b), 457(b), 401(a), IRAs).
• Provide education and support through rollover, exchange, and transfer transactions.
• Manage rollover relationships from handoff to completion, ensuring customer engagement and loyalty.
• Coordinate conference calls and transaction requirements with customers and contra firms.
• Handle high volume of meetings, calls, and emails with timely follow-ups.
• Support administration of the rollover process and develop solutions for unique situations.

Kenntnisse

Customer service

Flexible schedule

Financial services experience

Ausbildung

High school diploma or GED

Tools

FINRA Series 6

FINRA Series 63

FINRA fingerprinting

Jobbeschreibung

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 – Roll In drives the consolidation of retirement assets into proprietary employer-sponsored retirement plans by serving as a single point of contact, educator, and consultant for individual customers throughout the rollover, exchange, and transfer process. The Consultant independently manages a book of business and supports positive customer outcomes by scheduling customer meetings, coordinating conference calls with contra firms and customers, and providing individualized education and support throughout the asset consolidation process.

The Consultant manages a high volume of scheduled meetings, inbound and outbound calls, and email correspondence while remaining available for real-time warm handoffs of newly generated leads from call centers. The Consultant assists customers with rollovers, exchanges, and transfers to help ensure transactions are completed accurately by both the contra firm and Empower.

What You Will Do

• Place outbound calls to and handle inbound calls from participants with the objective of consolidating retirement savings into employer-sponsored retirement plans with Empower.
• Educate customers on retirement investment vehicles, including 401(k), 403(b), 457(b), 401(a), and Individual Retirement Accounts (IRAs).
• Provide individualized education and support throughout rollover, exchange, and transfer transactions.
• Manage rollover relationships from opportunity handoff through completion, supporting participant engagement, satisfaction, and loyalty.
• Coordinate conference calls and transaction requirements with customers and contra firms.
• Manage a high volume of scheduled meetings, inbound and outbound calls, email correspondence, and real-time warm lead handoffs.
• Provide service and support for the administration of the rollover process and develop solutions for unique customer situations.
• Request educational and marketing materials for participants as needed.
• Collaborate with team members toward shared performance and customer service objectives.
• Perform effectively in a fast-paced, performance-oriented call center environment.

What You Will Bring

• High school diploma or GED.
• Minimum of 2 years of experience in financial services.
• Ability to work within a flexible call center schedule and environment.
• FINRA Series 6 and Series 63 registrations required within established timelines.
• FINRA fingerprinting required.

What Will Set You Apart

• Prior telephone-based customer service, sales, or financial services experience preferred.
• Customer-focused approach to identifying and delivering retail asset-gathering opportunities.
• Demonstrated commitment to meeting the needs of internal and external customers.

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.