Senior Retirement Plan Consultant: 401(k) Design & Onboarding

Empower; Taguig; On-site; PHP 600,000 - 900,000; Full time

Job summary

Empower is seeking a Retirement Plan Consultant to lead the full sales lifecycle from referral to onboarding for PEO, PEP, and MEP solutions. You will partner with business owners and executives to assess retirement needs and guide implementation, delivering a high-quality client experience.

This client-facing role demands deep knowledge of 401(k) design and compliance, with a focus on plan design, pricing, investments, and transparent fee disclosures.

Qualifications

• FINRA Series 6 and 63 within corporate timelines.
• 5+ years of retirement plan industry experience (sales, consulting, or account management).
• Experience with PEO, PEP, or MEP markets preferred.
• Strong ability to manage a sales pipeline and meet production goals.
• Expertise in retirement plan design, pricing, investments.
• Proven ability to deliver high-quality client presentations.

Responsibilities

• Drive new retirement plan adoption through a structured, consultative sales process
• Meet or exceed defined production metrics, including sales volume, conversion rates, and pipeline activity
• Manage and maintain an active sales pipeline, ensuring timely progression of opportunities
• Evaluate prospective clients by assessing company structure, ownership, and retirement plan objectives
• Recommend and position retirement plan solutions aligned with client needs
• Serve as a subject matter expert on 401(k) plan design, compliance, pricing, investments, and administration
• Explain plan features including eligibility, vesting, safe harbor provisions, and employer contributions
• Prepare and present plan design illustrations and pricing comparisons
• Analyze and communicate fee disclosures clearly and transparently
• Review prior plan documents and explain implications to clients
• Deliver professional virtual presentations to business owners and C-suite stakeholders
• Communicate complex retirement concepts in a clear, client-friendly manner
• Manage the end-to-end sales and onboarding process, including documentation, timelines, and client expectations
• Coordinate document collection, paperwork completion, and signature tracking
• Ensure all required information is gathered to support successful implementation
• Provide ongoing consultation to clients regarding plan amendments and optimization opportunities
• Analyze current plan provisions and recommend appropriate changes
• Manage amendment processes, including documentation and coordination with internal teams
• Deliver a high level of client service with strong responsiveness and follow-through
• Maintain service level expectations, including timely responses and proactive follow-up
• Ensure a seamless and positive client experience throughout onboarding and beyond
• Maintain accurate records of client interactions, pipeline updates, and progress tracking
• Manage multiple clients, priorities, and deadlines in a fast-paced environment
• Collaborate with internal teams including Sales, Implementation, Client Service, Compliance, and Testing to ensure successful execution

Skills

Sales pipeline management

Client presentations

Retirement plan expertise

Communication skills

Education

FINRA Series 6 and 63

Job description

Empower is seeking a Retirement Plan Consultant to lead the full sales lifecycle from referral to onboarding for PEO, PEP, and MEP solutions. You will partner with business owners and executives to assess retirement needs and guide implementation, delivering a high-quality client experience.

This client-facing role demands deep knowledge of 401(k) design and compliance, with a focus on plan design, pricing, investments, and transparent fee disclosures.