Financial Freedom Expert

2 days ago

Pasay, National Capital Region, Philippines beBeeRetirement Full time $90,000 - $120,000

Are you seeking a dynamic and rewarding career in retirement planning? Look no further We have an exciting opportunity for a Retirement Consultant to join our team.

Job Description

This role involves providing personalized consultations to Empower customers, detailing solutions tailored to their retirement planning needs. As a skilled consultant, you will utilize your knowledge of IRA and investment products to deliver expert advice and guidance.

You will work with active and terminated participants of employer-sponsored retirement plans to provide service, support and recommendations on various needs including distribution and rollover options, consolidation, investment conversations, savings, and contributions strategies.

Cultivate relationships with customers by delivering exceptional service and responding to plan and policy-related questions with empathy and authenticity.

Relay accurate information and provide clear and concise communication of policies and procedures.

Manage inbound conversations, make outbound calls, handle service requests, research and resolve issues, develop and implement strategies to assist the customer with achieving their retirement goals.

Deliver optimal solutions to customers in every interaction.

Identify referral opportunities to partners who provide next step or in-depth complex solutions such as financial wellness, taxable investment strategies, or financial planning.

Meet monthly and annual asset growth and retention/service goals.

Required Skills and Qualifications

To succeed in this role, you will need:

  • Bachelor's degree or an equivalent combination of education and professional work experience.
  • 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.
  • Demonstrated experience managing multiple priorities and ability to handle stressful situations and people daily.
  • Strong written, verbal, and presentation skills.
  • Fluent in English.
  • Ability to work overnight hours.
  • FINRA 7 & 63 registrations required within established timelines.
  • FINRA fingerprinting required upon hire.
Benefits

We offer a highly competitive benefits package that includes:

  • A flexible work environment and fluid career paths.
  • The opportunity to grow your career while helping more customers achieve financial freedom.
  • Outstanding follow-through with those we are assisting.
  • Highly competitive benefits and total compensation packages with the opportunity for monthly incentive compensation.
Other Opportunities

As a valued member of our team, you will also have access to:

  • A welcoming and inclusive environment.
  • Opportunities to volunteer for causes that matter most to you.
  • A free newsletter and The Currency resource for the latest money news and views.

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