Pension Management Expert

3 days ago


Taguig, National Capital Region, Philippines Empower Full time
Key Responsibilities
  • Place outbound calls and handle inbound calls from our participant base, focusing on consolidating retirement savings into employer-sponsored plans.
  • Demonstrate expertise in retirement investment vehicles, including 401(k), 403(b), 457b, 401(a), and IRA.
  • Provide exceptional service throughout the rollover process, addressing customer questions and concerns.
  • Request educational and marketing materials as necessary to support participant needs.

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