Analyst Sales Support at Empower

Manila, Metro Manila, Philippines

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Not SpecifiedCompensation

Entry Level & New Grad, Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Requirements

Bachelor’s degree or equivalent experience in business, sales support, or a related field
2+ years of experience in a sales support, client service, or operations capacity—preferably in financial services or retirement solutions
Strong communication skills with a customer-first attitude
Proficient in Microsoft Excel and CRM platforms (Salesforce experience a plus)
Detail-oriented with the ability to manage multiple priorities in a fast-paced environment
Fluent English

Responsibilities

Serve as sales support for internal sales representatives, offering tactical support throughout the sales process
Provide day-to-day case-level service, including price quoting, opportunity tracking (through the use of Salesforce), and sales prospecting report creation
Coordinate plan onboarding and ensure documentation is complete and compliant
Partner closely with underwriting and implementation teams to ensure smooth execution of plan needs
Complete case assignments through processing proposals and paperwork, ensuring excellence in data management and communicating between internal departments using Salesforce and ownership of tasks
Produce plan pricing and plan research
Partner with ISD and RSD teams to begin and see through to completion the New Client Application (NCA or WRAP) process
Involve direct communication with ISD and RSD to review and collect required documents, ensuring completeness for providing to Implementation in good working order
Facilitate communication between Implementation, ISD, and RSD to address any questions/changes to ensure new plans are moving through the implementation process efficiently
Complete Salesforce documentation with minimal errors
Partner with Core Sales to send and obtain Docusign signatures for confirmation of sale
Participate in special projects related to internal sales campaigns

Skills

Salesforce

Sales Support

Price Quoting

Opportunity Tracking

Sales Prospecting

Reporting

Plan Onboarding

Data Management

Underwriting Coordination

Proposal Processing

Empower

Personal finance management and credit building

About Empower

Empower.me provides personal finance management and credit building services through a subscription model. Users can sign up for a 14-day free trial, after which they pay $8 per month for access to various financial tools. These tools include customizable payment plans, budgeting features, and credit score monitoring. A key aspect of Empower.me is its focus on helping users build credit by reporting their payments to credit bureaus, which can enhance their credit history if payments are made on time. Additionally, Empower.me offers a Thrive line of credit, which involves a soft inquiry on the user's credit report, ensuring that their credit score remains unaffected during the application process. Unlike many competitors, Empower.me specifically targets individuals with no minimum credit score, aiming to improve their financial health and savings.

San Francisco, CaliforniaHeadquarters

2016Year Founded

$96.8MTotal Funding

LATE_VCCompany Stage

Fintech, Financial ServicesIndustries

51-200Employees

Benefits

Generous equity package

Full healthcare benefits

Unlimited PTO

Technology expense reimbursement

Work from anywhere

Risks

Increased competition from fintech companies like Chime and Varo could impact market share.

Integration challenges from acquisitions may disrupt operations and delay strategic goals.

Regulatory scrutiny on credit services could increase compliance requirements and costs.

Differentiation

Empower offers a unique subscription-based model for financial management tools.

The company focuses on credit building by reporting payments to credit bureaus.

Empower's Thrive line of credit involves a soft inquiry, not affecting credit scores.

Upsides

Acquisition of Petal and Cashalo expands Empower's product offerings and customer base.

Increased demand for financial literacy tools among millennials and Gen Z benefits Empower.

Growing interest in alternative credit scoring aligns with Empower's mission for underserved consumers.

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