Retirement Plan Implementation Consultant

Empower Annuity Insurance Company of America; Taguig; On-site; PHP 450,000 - 750,000; Full time

Job summary

Empower Annuity Insurance Company of America is seeking an Implementation Consultant to drive the successful installation of retirement plan sales. You will act as the project manager and primary contact for plan sponsors, financial advisors, and third-party administrators.

You will coordinate kickoff calls, discuss contracts, review plan provisions, and manage timelines to ensure accurate conversions and data transfers. Overnight hours may be required during peak periods.

Qualifications

• Bachelor's degree in Business or related field preferred.
• 1–2 years implementation or related experience.
• Excellent written and verbal communication skills.
• Strong attention to detail.
• Excellent time management.
• Must be fluent in English.
• Must be available to work overnight hours.

Responsibilities

• Act as the primary Empower contact to manage the installation of standard/non-complex retirement plan sales.
• Lead weekly conference calls with plan sponsors, financial advisors, and third-party administrators.
• Discuss service agreements, contracts and product features with stakeholders for clarity.
• Review plan provisions with plans electing internal compliance services.
• Coordinate payroll file/mapping integration with the plan sponsor to Empower.
• Facilitate transfer of plan assets/records through written and verbal communication.
• Maintain deadlines and timelines for transfer and startup activities.
• Produce quality work on assigned sales with QA measures.
• Follow procedures to minimize market risks and mitigate losses.
• Transition plans from blackout to ongoing Client Service Manager.
• Work extended hours during peak seasons or high volume.

Skills

Communication

Attention to detail

Time management

Fluent English

Education

Bachelor's degree in Business or related field

Job description

Empower Annuity Insurance Company of America is seeking an Implementation Consultant to drive the successful installation of retirement plan sales. You will act as the project manager and primary contact for plan sponsors, financial advisors, and third-party administrators.

You will coordinate kickoff calls, discuss contracts, review plan provisions, and manage timelines to ensure accurate conversions and data transfers. Overnight hours may be required during peak periods.