Retirement Plan Consultant & Onboarding Specialist

Empower Retirement; Manila; On-site; PHP 5,054,000 - 7,581,000; Full time

Job summary

Empower Retirement is seeking a Retirement Plan Consultant to drive adoption of retirement solutions and onboard employers to PEO, PEP, and MEP offerings. You will partner with business owners and senior leaders to assess needs, recommend solutions, and guide implementation.

You will manage the full sales lifecycle from referral to onboarding, meet production goals, and provide ongoing consultation to existing clients on plan amendments and optimization opportunities.

Qualifications

• FINRA Series 6 and 63 required within corporate established timelines
• FINRA fingerprinting required
• 5+ years of experience in the retirement plan industry (sales, consulting, or account management)
• Experience in PEO, PEP, or MEP markets preferred
• Experience managing a sales pipeline and meeting production goals
• Strong understanding of retirement plan design, pricing, and investments
• Proven ability to deliver high-quality client presentations

Responsibilities

• Drive new retirement plan adoption through a structured, consultative sales process
• Meet or exceed defined production metrics, including sales volume, conversion rates, and pipeline activity
• Manage and maintain an active sales pipeline, ensuring timely progression of opportunities
• Evaluate prospective clients by assessing company structure, ownership, and retirement plan objectives
• Recommend and position retirement plan solutions aligned with client needs
• Serve as a subject matter expert on 401(k) plan design, compliance, pricing, investments, and administration
• Explain plan features including eligibility, vesting, safe harbor provisions, and employer contributions
• Prepare and present plan design illustrations and pricing comparisons
• Analyze and communicate fee disclosures clearly and transparently
• Review prior plan documents and explain implications to clients
• Deliver professional virtual presentations to business owners and C-suite stakeholders
• Communicate complex retirement concepts in a clear, client-friendly manner
• Manage the end-to-end sales and onboarding process, including documentation, timelines, and client expectations
• Coordinate document collection, paperwork completion, and signature tracking
• Ensure all required information is gathered to support successful implementation
• Provide ongoing consultation to clients regarding plan amendments and optimization opportunities
• Analyze current plan provisions and recommend appropriate changes
• Manage amendment processes, including documentation and coordination with internal teams
• Deliver a high level of client service with strong responsiveness and follow-through
• Maintain service level expectations, including timely responses and proactive follow-up
• Ensure a seamless and positive client experience throughout onboarding and beyond
• Maintain accurate records of client interactions, pipeline updates, and progress tracking
• Manage multiple clients, priorities, and deadlines in a fast-paced environment
• Collaborate with internal teams including Sales, Implementation, Client Service, Compliance, and Testing to ensure successful execution

Skills

Sales experience

Client presentations

Pipeline management

Retirement plans

Communication skills

Job description

Empower Retirement is seeking a Retirement Plan Consultant to drive adoption of retirement solutions and onboard employers to PEO, PEP, and MEP offerings. You will partner with business owners and senior leaders to assess needs, recommend solutions, and guide implementation.

You will manage the full sales lifecycle from referral to onboarding, meet production goals, and provide ongoing consultation to existing clients on plan amendments and optimization opportunities.