Retirement Consultant

2 weeks ago

Manila, National Capital Region, Philippines Empower Full time

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 Consultant – Roll In (Consultant) drives consolidation of assets into proprietary employer sponsored retirement plans by acting as a single point of contract, educator, and consultant for individual customers throughout the entirety of the process. Consultants work autonomously to maintain a book of business and provide positive outcomes and experiences for customers by scheduling meetings with individual customers, holding conference calls with contra firms & customers, providing individualized education and support throughout the consolidation process.

Consultants independently and effectively manage a high volume of scheduled meetings, inbound calls, outbound calls, and email correspondence with customers while making themselves available to receive real-time warm handoffs of newly generated leads from call centers. Consultants will assist customers with any Rollover, Exchange, or Transfer to ensure the process is completed properly by both the contra firm and Empower.

What you will do

  • Place outbound calls to and handle inbound calls from our participant base, with the objective of consolidating their retirement savings into their employer sponsored plan with Empower
  • Demonstrate expertise in retirement investment vehicles, especially 401(k), 403(b), 457b, 401(a), and IRAs
  • Provide exceptional service required for the administration of the rollover process, and develop solutions for unique problems/situations
  • Service rollover relationship from opportunity handoff through close, increasing participant touch, satisfaction, and loyalty
  • Request educational and marketing material for participants as necessary
  • Build team camaraderie and focus efforts toward a shared goal objective
  • Thrive in a fast-paced, performance-oriented call center environment

What you will bring

  • High School diploma or GED
  • 2 years of experience in financial services
  • Ability to work within a flexible call center schedule and environment
  • FINRA 6 & 63 registrations required within established timelines
  • FINRA fingerprinting upon hire

What will set you apart

  • Prior telephone experience preferred
  • Customer-focused, outward approach to delivery of retail asset gathering opportunities
  • Strong desire to meet the needs of internal and external customers

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.

  • Commissions Partner Services Specialist

    4 days ago

    Manila, National Capital Region, Philippines Empower Retirement Full time

    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...

  • Consultant, Philippines, 2026

    1 week ago

    Manila, National Capital Region, Philippines The Boston Consulting Group Full time

    Who We AreBoston Consulting Group partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities. BCG was the pioneer in business strategy when it was founded in 1963. Today, we help clients with total transformation-inspiring complex change, enabling organizations to grow, building...

  • Consultant, Philippines, 2026

    5 hours ago

    Manila, National Capital Region, Philippines Boston Consulting Group Full time

    Who We AreBoston Consulting Group partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities. BCG was the pioneer in business strategy when it was founded in 1963. Today, we help clients with total transformation-inspiring complex change, enabling organizations to grow, building...

  • SAP Senior FPSL Consultant

    6 days ago

    Manila, National Capital Region, Philippines msg global solutions Full time

    Who We Aremsg global solutions is a systems integrator, software development partner, and managed services provider focused on SAP solutions for multiple industries. Our services include strategies for accounting, finance, regulatory reporting, performance management, sustainability, customer experience, and IoT. Operating from offices across the globe and...

  • SAP FPSL Consultant

    5 days ago

    Manila, National Capital Region, Philippines msg global solutions Full time

    Who We Aremsg global solutions is a systems integrator, software development partner, and managed services provider focused on SAP solutions for multiple industries. Our services include strategies for accounting, finance, regulatory reporting, performance management, sustainability, customer experience, and IoT. Operating from offices across the globe and...

  • Part Time Job

    2 weeks ago

    Manila, National Capital Region, Philippines Two Summit Life Insurance Agency Full time

    Role DescriptionThis is a part-time hybrid role for a Financial Consultant located in Metro Manila, with some work from home allowed. The Financial Consultant will be responsible for providing comprehensive financial planning services, including investments and retirement planning. The role involves analyzing clients' financial situations, developing...

  • Learning Experience Consultant

    7 days ago

    Manila, National Capital Region, Philippines Hero Teams Full time

    Posted: 05/01/2026Closing Date: 06/02/2026Job Type: Permanent - Full TimeLocation: ManilaJob Category: Consulting and Strategy,HR & RecruitmentWho we are…Founded in 2002, ELMO Software has established itself as a leading provider of innovative HR technology solutions, proudly serving over 2,000 mid-sized organizations and more than one million end users...

  • Senior Principal Technical Consultant

    5 days ago

    Manila, National Capital Region, Philippines Oracle Full time

    Job DescriptionSummary:We are seeking a Senior Principal Consultant in our Technical Services department within the Oracle NetSuite Customer Success Consulting team.  This position requires heavy interaction with customers, other NetSuite application developers, NetSuite implementation teams, and NetSuite partners.  This individual will be a part of the...

  • Product Marketing Consultant

    2 weeks ago

    Manila, National Capital Region, Philippines Thomson Reuters Full time

    Product Marketing Consultant - Asia and Emerging MarketsWe are seeking a dynamic and experienced Product Marketing Consultant to drive the market success of our products. This role is crucial for developing and executing strategic marketing initiatives, ensuring our solutions resonate with target audiences and achieve strong market penetration.About The...

  • Product Marketing Consultant

    1 week ago

    Manila, National Capital Region, Philippines Thomson Reuters Full time

    Product Marketing Consultant, AI SolutionsThe Product Marketing Consultant, AI Solutions is responsible for developing and executing product marketing strategies and go-to-market initiatives for Thomson Reuters' AI Solutions portfolio. This role drives brand awareness, demand generation and market penetration through strategic positioning, messaging and...