Retirement Plan Conversion Consultant

Hispanic Alliance for Career Enhancement; Manila; On-site; PHP 279,000 - 446,400; Full time

Job summary

Hispanic Alliance for Career Enhancement is looking for a Conversion Consultant in Metro Manila, Philippines. This role involves overseeing the installation of non-complex retirement plans, managing projects, and serving as the main point of contact for clients including plan sponsors and financial advisors. Candidates should have a Bachelor's Degree in Business or a related field, with 1-2 years of relevant experience. Strong communication skills and proficiency in IRS codes are essential.

Qualifications

• Bachelor's Degree in Business or related field preferred.
• 1–2 years of implementation or related experience.
• Proficient knowledge of IRS codes such as 457, 401(k), 403(b).

Responsibilities

• Responsible for installation of retirement plan sales.
• Act as primary contact during the conversion process.
• Perform weekly conference calls on assigned sales.

Skills

Excellent written and verbal communication skills

Strong attention to detail

Proficient knowledge of various IRS codes

Excellent time management

Moderate level of autonomy

Education

Bachelor's Degree in Business or related field

1–2 years Implementation or related work experience

Tools

IRS/DOL reporting knowledge

Job description

Hispanic Alliance for Career Enhancement is looking for a Conversion Consultant in Metro Manila, Philippines. This role involves overseeing the installation of non-complex retirement plans, managing projects, and serving as the main point of contact for clients including plan sponsors and financial advisors. Candidates should have a Bachelor's Degree in Business or a related field, with 1-2 years of relevant experience. Strong communication skills and proficiency in IRS codes are essential.