Retirement Solutions Specialist

Empower Finance; Pateros; On-site; PHP 420,000 - 520,000; Full time

Job summary

Empower Finance is seeking a Retirement Service and Support Specialist to assist sales reps, retirement plan participants, and financial advisors via calls and email, handling asset gathering and rollover transactions.

You'll apply IRA knowledge, support retirement sales teams, manage high-volume interactions, and help participants make informed distribution choices, while ensuring compliance and accurate information.

Qualifications

• Bachelor’s degree or equivalent combination of education and professional work experience.
• At least 2 years of experience in defined contribution recordkeeping or retirement plan administration.
• FINRA Series 6 and Series 63 registrations obtained within established corporate timelines.
• FINRA fingerprinting required.
• Working knowledge of IRAs, retirement plans and services.
• Proficiency with Microsoft Office (Word, Excel, PowerPoint) and PC-based file management.
• Effective written, verbal, and presentation skills.
• Fluency in English.
• Ability to work overnight hours.

Responsibilities

• Support achievement of sales and asset-retention objectives by assisting customers and sales representatives with asset movement, asset gathering, and rollover transactions.
• Review incoming rollover requests for compliance with applicable plan provisions and Internal Revenue Code requirements.
• Identify opportunities to deepen customer relationships through profiling and needs-based questions and facilitate handoffs to appropriate teams.
• Respond to operational and procedural inquiries from retirement plan participants and financial advisors by telephone and email.
• Provide accurate information regarding retirement products, services, account activity, and applicable procedures.
• Process trade requests, research transaction and service-request status, coordinate with back-office teams, and communicate updates to customers.
• Deliver personalized customer service by demonstrating active listening, patience, empathy, authenticity, proactivity, and perseverance.
• Support asset retention by educating participants about available plan-specific and general distribution options.
• Educate customers about distribution considerations involving employer-sponsored retirement plans, individual retirement accounts, and potential tax implications of receiving retirement account proceeds.
• Deliver accurate and appropriate solutions during customer interactions while managing a high volume of service requests.

Skills

Customer service

Multitasking

Communication skills

Presentation skills

Education

Bachelor’s degree

Tools

Microsoft Office

Windows OS

PC-based file management

Job description

Empower Finance is seeking a Retirement Service and Support Specialist to assist sales reps, retirement plan participants, and financial advisors via calls and email, handling asset gathering and rollover transactions.

You'll apply IRA knowledge, support retirement sales teams, manage high-volume interactions, and help participants make informed distribution choices, while ensuring compliance and accurate information.