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Retirement Consultation Lead

2 weeks ago

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

About the Role

We are seeking an experienced Senior Financial Operations Manager to join our team at Empower Enterprise Philippines, Inc. The successful candidate will have a proven track record of success in the financial services industry, with a focus on leadership and team management.

Key Responsibilities

  • Lead and motivate a team of Retirement Consultants to achieve high-quality customer engagements and operational excellence.
  • Develop processes to optimize productivity and efficiency within the team.
  • Achieve headcount targets and retention of Consultants through hiring, training, and coaching.
  • Actively seek promotional opportunities for reps into senior-level teams.

Requirements

  • Bachelor's Degree or equivalent combination of education and professional work experience.
  • FINRA Series 7, 24, and 63 registrations required within corporate-established timelines.
  • 3-5 years of relatable financial experience and/or leadership.