Retirement Plan Solutions Architect

Empower

Manila

On-site

PHP 1,200,000 - 2,000,000

Full time

7 days ago

Be an early applicant

Get a reply from this employer

Your resume and cover letter, tailored to exactly what they’re hiring for.

Get past ATS filters

Job summary

Empower in Manila seeks a Retirement Plan Consultant to guide employers through onboarding to PEO/PEP/MEP solutions and to drive retirement plan adoption. You will manage the full sales lifecycle from referral to implementation, while delivering a high-quality client experience.

You will present plan designs, pricing, and compliance considerations to business owners and C-suite executives, maintaining a proactive pipeline and continuing consultation for plan amendments and optimization

Qualifications

FINRA Series 6 and 63 within corporate timelines.
FINRA fingerprinting required.
5+ years experience in retirement plan industry.
Experience in PEO/PEP/MEP markets preferred.
Experience managing a sales pipeline and meeting production goals.
Strong retirement plan design, pricing and investments.
Proven ability to deliver high-quality client presentations.

Responsibilities

Drive new retirement plan adoption through a structured sales process.
Meet or exceed defined production metrics including sales volume and pipeline activity.
Manage an active sales pipeline and ensure timely progression of opportunities.
Provide ongoing consultation to clients including plan amendments.
Deliver professional virtual presentations to business owners and C-suite stakeholders.