Retirement Representative - Finra Licensed

Empower

PH Manila
On-site
Retirement planning needs
Ira and investment products
Qualified plan environment
Empower is seeking a Retirement Representative in Manila, who will provide personalized retirement planning consultations while working within a supportive and inclusive company culture. The ideal candidate should possess FINRA licenses, strong communication skills, and a background in relationship management

Job Summary

  • Deliver personalized consultations detailing solutions best suited to the retirement planning needs of Empower customers.
  • Cultivate relationships with customers by delivering personalized service and respond to a variety of plan and policy-related questions.
  • Meet monthly and annual asset growth and retention/service goals.

Matching Summary

Match Score: 85

Empower is seeking a Retirement Representative in Manila, who will provide personalized retirement planning consultations while working within a supportive and inclusive company culture. The ideal candidate should possess FINRA licenses, strong communication skills, and a background in relationship management.

Skills & Requirements

Must-have

  • Retirement planning needs
  • IRA and investment products
  • Qualified plan environment
  • Inbound and outbound calls
  • Customer relationship cultivation
  • Asset growth and retention goals

Nice-to-have

  • Welcoming and inclusive environment
  • Purpose, well-being, and work-life balance
  • Internal mobility celebration
  • Financial wellness strategies
  • Complex financial planning solutions

Key Requirements

  • FINRA Series 7 and 66 (or 63 and 65) required
  • FINRA fingerprinting required upon hire
  • Bachelor's degree or equivalent experience
  • Ability to work overnight hours

Work Rights

Not specified

Tailored Resume

Cover Letter