Senior Investment Advisor

3 days ago


Taguig, National Capital Region, Philippines Empower Full time

About the Role:

The Senior Investment Advisor position at Empower offers a unique opportunity for an experienced professional to leverage their expertise in delivering personalized consultations detailing solutions best suited to the retirement planning needs of customers.

Key Responsibilities:

  1. Customer Engagement: Cultivate relationships with customers by delivering exceptional service and responding to plan and policy-related inquiries.
  2. Policy Communication: Provide clear and concise communication of policies and procedures, accurately relaying information to ensure customer understanding.
  3. Asset Retention: Assist customers in retaining current assets through education on available plan specifics and general distribution options.
  4. Dialogue Facilitation: Engage in dialogue that educates customers on making informed distribution decisions and the advantages of participation in company-sponsored retirement plans or individual retirement accounts versus tax implications.
  5. Plan Support: Work with active and terminated participants of employer-sponsored plans to provide support, recommendations on various needs including distribution and rollover options, consolidation, investment conversations, savings, and contributions strategies.
  6. Issue Resolution: Manage inbound conversations, make outbound calls, handle service requests, research, and attempt to resolve issues, developing and implementing strategies to assist customers in achieving their retirement goals.

Requirements:

  • Bachelor's degree or equivalent combination of education and professional work experience.
  • FINRA 7 & 63 registrations required within corporate-established timelines.
  • 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 file manipulation skills on a PC.
  • Ability to quickly learn Empower's record-keeping system and SalesForce software.
  • Demonstrated experience managing multiple priorities and handling stressful situations daily.
  • Sound written, verbal, and presentation skills, identifying and solving problems in straightforward situations.
  • 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.
  • Limited, infrequent travel may be required.
  • Ability to work overnight hours.


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