Financial Services Career Opportunity

1 week ago

Taguig, National Capital Region, Philippines beBeeRetirement Full time ₱1,800,000 - ₱3,000,000

Empowering Financial Freedom

We empower our employees to transform financial lives by giving them the freedom to create their own career paths. Our flexible work environment and fluid career paths enable employees to grow while helping customers achieve financial freedom.

About This Role

The Retirement Consultant (Consultant) role involves consolidating assets into proprietary employer-sponsored retirement plans. Consultants act as single points of contact, educators, and consultants for individual customers throughout the process.

They work autonomously to maintain a book of business and provide positive outcomes and experiences for customers by scheduling meetings, holding conference calls, and providing education and support throughout the consolidation process.

Consultants manage high volumes of scheduled meetings, inbound and outbound calls, and email correspondence with customers. They assist customers with rollovers, exchanges, or transfers to ensure proper completion.

  • Place outbound calls and handle inbound calls from participants to consolidate their retirement savings into Empower's plan.
  • Demonstrate expertise in retirement investment vehicles, especially 401(k), 403(b), 457b, 401(a), and IRAs.
  • Provide exceptional service for the administration of the rollover process and develop solutions for unique problems/situations.
  • Service rollover relationships from opportunity handoff through close, increasing participant touch, satisfaction, and loyalty.
  • Request educational and marketing material for participants as necessary.
  • Build team camaraderie and focus efforts toward shared goal objectives.

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