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Retirement Consultant - Roll In

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Empower

12d ago

  • Job
    Full-time
    Junior Level
  • Customer Relations
    Sales & Business Development
  • Manila
  • Quick Apply

AI generated summary

  • You need a high school diploma, 2 years of experience, FINRA 6 & 63 registrations, flexible schedule, and a customer-focused approach with discretion for rollovers and transfers.
  • You will make and receive calls to help consolidate retirement savings, provide expert guidance on retirement plans, and enhance customer satisfaction in a fast-paced call center.

Requirements

  • High School diploma or GED
  • 2 years of experience
  • FINRA 6 & 63 registrations required within corporate-established timelines
  • FINRA Fingerprinting
  • Ability to work within a flexible call center schedule and environment
  • Prior telephone experience preferred
  • Customer-focused, outward approach to delivery of retail asset gathering opportunities highly desired
  • Strong desire to meet the needs of internal and external customers preferred
  • Retirement Consultant - Roll Ins are required to exercise discretion and independent judgement when assisting customers with any Rollover, Exchange, or Transfer to ensure the process is completed properly by both the contra firm and Empower.

Responsibilities

  • 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 IRA.
  • 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
  • Answer customer questions and concerns about retirement planning as necessary
  • 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

FAQs

What is the role of a Retirement Consultant - Roll In?

The Retirement Consultant - Roll In acts as a single point of contact for individual customers, helping them consolidate their retirement assets into proprietary employer-sponsored retirement plans. They manage a book of business and guide customers through the entire rollover process.

What qualifications are required for this position?

Candidates need a High School diploma or GED, at least 2 years of experience, and must obtain FINRA 6 & 63 registrations within corporate-established timelines.

Is prior telephone experience preferred?

Yes, prior telephone experience is preferred for this role.

What specific retirement investment vehicles should a consultant be familiar with?

Consultants should demonstrate expertise in 401(k), 403(b), 457b, 401(a), and IRA retirement investment vehicles.

How many customers will a consultant manage?

Consultants will manage a book of business ranging from 150 to 350 customers.

What kind of work environment can I expect?

The work environment is flexible, fast-paced, and performance-oriented, suitable for those who thrive in a call center setting.

Are there performance targets associated with this role?

Yes, consultants are required to achieve daily, weekly, and monthly asset targets, with an expectation to consolidate approximately 1,550 accounts annually.

What is the company’s commitment to diversity?

The company is an equal opportunity employer and encourages individuals from all backgrounds to apply, ensuring that all qualified applicants receive consideration without discrimination.

Is this job description exhaustive?

No, the job description is not comprehensive and may be revised by the employer at any time. Employees may be required to perform other duties not included in the description.

Are there any training requirements for this position?

Yes, consultants must complete the necessary training and obtain FINRA registrations within specified timelines.

Finance
Industry
10,001+
Employees
1891
Founded Year

Mission & Purpose

Built on a foundation of trust, integrity and promise, we proudly serve over 71,000 outstanding organizations and more than 17 million individuals. ¹ We take great pride in helping people with saving, investing and advice, while providing them with the tools and resources they need to help reach their financial goals. We’re continuing to grow — and innovate — every day. Our mission is to empower financial freedom for all. That mission starts by delivering advice, personalized guidance and critical support. We strive to meet the unique needs of everyone we serve and embrace the opportunity to inspire them along their journey.