Retirement Consultant - Roll In

Empower Geographics Inc

Manila, PH
Retirement investment expertise
Call center environment experience
Customer relationship management
The Retirement Consultant drives consolidation of assets into proprietary employer sponsored retirement plans by acting as a single point of contact, educator, and consultant for individual customers throughout the entirety of the process

Job Summary

  • The Retirement Consultant drives consolidation of assets into proprietary employer sponsored retirement plans by acting as a single point of contact, 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, holding conference calls, and providing individualized education and support.
  • Empower offers a flexible work environment, celebrates internal mobility, and is committed to creating a welcoming and inclusive environment with a focus on purpose, well-being, and work-life balance.

Matching Summary

The Retirement Consultant drives consolidation of assets into proprietary employer sponsored retirement plans by acting as a single point of contact, educator, and consultant for individual customers throughout the entirety of the process.

Skills & Requirements

Must-have

  • retirement investment expertise
  • call center environment experience
  • customer relationship management
  • asset consolidation process
  • outbound and inbound calls handling

Nice-to-have

  • team camaraderie focus
  • customer-focused approach
  • performance-oriented mindset

Key Requirements

  • High School diploma or GED
  • 2 years financial services experience
  • FINRA 6 & 63 registrations required
  • FINRA fingerprinting upon hire

Work Rights

Not specified

Tailored Resume

Cover Letter