Lead and manage a team of approximately 20 Roll-In Retirement Consultant to ensure adherence to department policies and winning metrics
Manage referral generation and asset retention
Perform call reviews and manage QA trends
Facilitate timely resolution of customer escalations
Collaborate with business partners to ensure seamless scheduling of associates and business operations
Lead strategic operational, workflow and product enhancements
Ensure compliance and strict adherence to policies and procedures
Perform registered principal supervisory controls of registered representatives including but not limited to participant correspondence and practices
Perform duties inherent in a managerial position
Requirements
Bachelor's degree in Business or related field preferred
With no degree, a minimum four years of directly related experience is required
3 years of customer service experience, preferably in a financial services related field
1 - 2 years previous management or leadership experience
FINRA Series 6, 26 and 63 registrations required
FINRA fingerprinting required
What will set you apart
Brokerage background
Strong background in delivery of superior customer service
Demonstrated superior written and communication skills
Previous call center experience
Ability to work within a flexible schedule and environment
Desire to work as a team player and ability to contribute to a positive work 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 Senior Manager Roll-In will provide a best-in-class customer experience by providing direct oversight to Roll-in Consultant interactions with retirement plan participants. The Manager proactively manages daily activities through ongoing call coaching, training and personnel development. The Manager helps to drive Roll-In Strategy including coordination and execution of Concierge Deployments in addition to collaboration with other business unit leadership to help drive overall business results in addition to team results.
Empower · Manila, Philippines