Retirement Consultant

2 weeks ago

Manila, National Capital Region, Philippines Empower Enterprise Philippines, Inc. Full time

time left to apply End Date: May 23, 2025 (30+ days left to apply)

job requisition id R.0051024

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

The Retirement Consultant delivers personalized consultations detailing solutions best suited to the retirement planning needs of Empower customers. The Consultant utilizes detailed information on IRA and investment products and has a solid understanding of the qualified plan environment. The successful Consultant enjoys assisting customers achieve their retirement goals, is a self-starter with excellent organizational skills and has a competitive personality. Must be upbeat, ambitious and enjoy a fast-paced environment. Responsibilities include both inbound and outbound calls and require outstanding follow-through with those they are assisting. Empower offers highly competitive benefits and total compensation packages with the opportunity for monthly incentive compensation.

What you will do

  • Cultivates relationships with customers by delivering personalized service and responds to a variety of plan and policy-related questions by exhibiting listening, patience, empathy, authenticity, proactivity, and perseverance with external and internal customers.
  • Relays accurate information and provides clear and concise communication of policies and procedures.
  • Assist the customer by retaining current assets through education on available plan specifics and general distribution options.
  • Engages in a dialogue which educates customers in making informed distribution decisions and the advantages of participation in a company sponsored retirement plan or an individual retirement account versus the tax implications of taking receipt of the proceeds from their retirement accounts.
  • Works with active and terminated participants of employer-sponsored plans to provide service, support recommendations on variety of needs including distribution and rollover options, consolidation, investment conversations, savings, and contributions strategies, and more.
  • Manages inbound conversations, makes outbound calls, handles service requests, researches, and attempts to resolve issues, develops and implements strategies discussed to assist the customer with achieving their retirement goals.
  • Endeavors to deliver optimal solutions to customers in every interaction.
  • Engages with peers in the organization to problem solve and deliver results.
  • Identifies referral opportunities to partners who may provide next step or in-depth complex solutions such as financial wellness, taxable investment strategies, or financial planning.
  • Advances career through future internal development opportunities.
  • Uses innovative tools and services to find the best options and strategies to help customers with their retirement-planning needs.
  • Will be held accountable for meeting monthly and annual asset growth and retention/service goals.

What you will bring

  • Bachelor's degree or an equivalent combination of education and professional work experience
  • FINRA 7 & 63 registrations required within corporate-established timelines.
  • Demonstrated success in performance/goal-oriented roles, ideally in asset growth and retention.
  • Good working knowledge of Windows, Microsoft Office Software (Word, Excel, PowerPoint, etc.) and various file manipulation skills on a PC.
  • Ability to quickly learn Empower's record keeping system, SalesForce software.
  • Demonstrated experience managing multiple priorities and ability to handle stressful situations and people daily.
  • Sound written, verbal and presentation skills, identifies and solves a range of problems in straightforward situations; analyzes possible solutions and assesses each using standard procedures.
  • Motivated, self-starter with the ability to learn new information quickly and independently.
  • Good understanding of IRAs, retirement investment products/services and the qualified retirement plan environment.
  • Limited, infrequent travel may be required.
  • Ability to work overnight hours

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

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Remote and Hybrid Positions

For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment will be provided. You may be required to work in the office if you do not have an adequate homework environment and the required internet connection.

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