Work with active and terminated participants of employer-sponsored retirement plans to provide service, support recommendations on variety of needs including distribution and rollover options, consolidation, investment conversations, savings, and contributions strategies
Cultivate relationships with customers by delivering personalized service and respond to a variety of plan and policy-related questions by exhibiting listening, patience, empathy, authenticity, proactivity, and perseverance with external and internal customers
Relay accurate information and provide clear and concise communication of policies and procedures
Manage inbound conversations, make outbound calls, handle service requests, research and resolve issues, develop and implement strategies to assist the customer with achieving their retirement goals
Deliver optimal solutions to customers in every interaction
Identify referral opportunities to partners who provide next step or in-depth complex solutions such as financial wellness, taxable investment strategies, or financial planning
Meet monthly and annual asset growth and retention/service goals
Requirements
Bachelor's degree or an equivalent combination of education and professional work experience
Demonstrated success in performance/goal-oriented roles, ideally in asset growth and retention
Good working knowledge of Windows, Microsoft Office Software (Word, Excel, PowerPoint, Excel, etc.) and various file manipulation skills on a PC
Demonstrated experience managing multiple priorities and ability to handle stressful situations and people daily
Strong written, verbal, and presentation skills
Fluent in English
Ability to work overnight hours
FINRA Series 7 and 66 (or 63 and 65) required within corporate-established timelines
FINRA fingerprinting required upon hire
What will set you apart
Ability to quickly learn Empower's record keeping system and Salesforce software
Solid consulting skills
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
Benefits
Vision insuranceFlexible schedule
Additional Information
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 Financial Service Consultant - FINRA Licensed, internally known as Workplace Planning Consultant , delivers personalized consultations detailing solutions best suited to the retirement planning needs of Empower customers. The Consultant utilizes detailed information on IRA and investment products and has a solid understanding of the qualified plan environment. The successful Consultant enjoys assisting customers achieve their retirement goals, is a self-starter with excellent organizational skills and has a competitive personality. Must be upbeat, ambitious, and enjoy a fast-paced environment. Responsibilities include both inbound and outbound calls and require outstanding follow-through with those they are assisting. Empower offers highly competitive benefits and total compensation packages.
Empower · Manila, Philippines