Senior Financial Advisor

3 days ago


Taguig, National Capital Region, Philippines Empower Full time
About This Role:

Empower seeks a motivated Retirement Consultant to join our team. As a key member of our organization, you will be responsible for delivering personalized consultations to customers, utilizing your knowledge of IRAs and investment products to provide tailored solutions.

In this role, you will work closely with customers to understand their retirement goals and develop strategies to achieve them. Your exceptional communication skills, attention to detail, and ability to work in a fast-paced environment make you an ideal candidate for this position.

  • Develop and maintain strong relationships with customers through exceptional service delivery.
  • Provide accurate and timely information on company policies and procedures.
  • Assist customers in making informed decisions about their retirement plans, including distribution and rollover options.
  • Collaborate with internal stakeholders to develop and implement strategies to achieve customer retirement goals.
  • Analyze customer data to identify trends and areas for improvement.
  • Develop and maintain knowledge of industry trends, regulations, and best practices.
  • Stay up-to-date on company products and services to effectively communicate benefits to customers.
  • Contribute to a positive and inclusive work environment by modeling Empower's values and behaviors.
  • Participate in ongoing training and professional development to enhance job performance and career growth.


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