Retirement Planning Consultant

Empower Enterprise Philippines, Inc. - Internal; Philippines; Remote; PHP 400,000 - 700,000; Full time

Job summary

Empower Enterprise Philippines, Inc. - Internal is seeking a Retirement Consultant to deliver personalized retirement planning consultations to Empower customers. You will assess needs, recommend distribution and rollover options, and build strong customer relationships while navigating complex plan policies.

The role requires FINRA registrations and the ability to work overnight shifts. You will also coordinate with partners for specialized solutions and strive to meet asset growth and service

Qualifications

• Bachelor's degree or an equivalent combination of education and professional work experience.
• Demonstrated success in performance- or goal-oriented roles, preferably involving asset growth and customer retention.
• Working knowledge of Microsoft Windows and Microsoft Office, including Word, Excel, and PowerPoint, along with proficiency in PC-based file management.
• Demonstrated ability to manage multiple priorities and effectively navigate high-volume or challenging customer interactions.
• Strong written, verbal, and presentation communication skills.
• Fluency in English.
• Ability to work overnight hours.
• FINRA Series 7 and Series 66 registrations, or Series 7 with Series 63 and Series 65 registrations, required within established timelines.
• FINRA Fingerprinting required.

Responsibilities

• Consult with active and terminated participants in employer-sponsored retirement plans to assess retirement planning needs and provide personalized service and support.
• Provide recommendations across distribution and rollover options, retirement account consolidation, investments, savings, and contribution strategies.
• Build customer relationships through personalized service while responding to plan- and policy-related questions with active listening, empathy, professionalism, and proactive follow-through.
• Communicate retirement plan policies, procedures, products, and options accurately, clearly, and concisely.
• Manage inbound customer conversations and outbound calls; handle service requests, research and resolve issues, and develop strategies that support customers in achieving their retirement goals.
• Deliver appropriate retirement solutions based on customer needs during each interaction.
• Identify and facilitate referral opportunities to partners who provide specialized solutions, including financial wellness, taxable investment strategies, and financial planning.
• Meet established monthly and annual asset growth, retention, and service goals.

Skills

Customer service

Communication

English fluency

Multi-tasking

Time management

Education

Bachelor's degree

Tools

Microsoft Office

Salesforce

Job description

Empower Enterprise Philippines, Inc. - Internal is seeking a Retirement Consultant to deliver personalized retirement planning consultations to Empower customers. You will assess needs, recommend distribution and rollover options, and build strong customer relationships while navigating complex plan policies.

The role requires FINRA registrations and the ability to work overnight shifts. You will also coordinate with partners for specialized solutions and strive to meet asset growth and service