Retirement Representative

7 days ago

Taguig, National Capital Region, Philippines Empower Full time ₱600,000 - ₱1,200,000 per year

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

The Retirement Representative
answers incoming telephone inquiries regarding employer sponsored retirement plans from participants, employers and third-party plan specialists.

What you will do

  • Answer incoming telephone inquiries including requests for general account information, concerns related to contributions and withdrawals, making changes to an account, product information and tax questions; complexity and scope of questions based on level
  • Assist participants through the navigation of the automated voice response system as well as the website
  • Submit requests for research and follow-up if needed after the initial call
  • Review, comprehend and implement communication regarding plan updates and changes
  • Run disbursement quotes, respond to managerial feedback, and attend meetings and training sessions
  • Provide callers with education regarding retirement readiness
  • Consistent adherence to work schedule and punctuality required
  • Work overtime based upon call volumes
  • May be required to make outbound calls; expectation determined by level

What you will bring

  • Associate degree in business or related field preferred
  • With no degree, an additional one to two years' directly related experience is required
  • 1 year of customer service experience, preferably in a financial service-related field
  • Must be available to work during the hours of 8pm – 10 am
  • Fluent in English
  • FINRA fingerprinting required upon hire

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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