Financial Freedom Specialist

6 days ago

Taguig, National Capital Region, Philippines beBeeRetirement Full time

Our vision for the future is centered around empowering individuals to transform their financial lives. We strive to create a work environment that fosters flexibility and fluid career paths, recognizing the importance of purpose, well-being, and work-life balance.

We're committed to creating a welcoming and inclusive environment, both within our organization and in the communities we serve. Our associates dedicate thousands of hours to volunteering for causes that matter most to them.

This role plays a critical part in helping customers achieve financial freedom. The ideal candidate will be a self-starter with excellent organizational skills and a competitive personality, able to quickly learn new information and navigate a fast-paced environment.

Job Responsibilities

  • Deliver personalized consultations detailing solutions best suited to the retirement planning needs of customers.
  • Utilize detailed information on IRA and investment products and have a solid understanding of the qualified plan environment.
  • Cultivate relationships with customers by delivering exceptional service and respond to a variety of plan and policy-related questions.
  • Manage inbound conversations, make outbound calls, handle service requests, research and resolve issues, develop and implement strategies to assist customers 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.

Requirements

  • 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), 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.
  • Ability to work overnight hours.
  • FINRA 7 & 63 registrations required within established timelines.
  • FINRA fingerprinting required upon hire.

What Sets You Apart

  • Ability to quickly learn Empower's record keeping system and Salesforce software.
  • 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.

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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