Representative Retirement (Evergreen) at Empower

Manila, Metro Manila, Philippines

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Not SpecifiedCompensation

Entry Level & New GradExperience Level

Full TimeJob Type

UnknownVisa

Financial Services, Retirement PlanningIndustries

Requirements

Associate degree in business or related field preferred
With no degree, an additional one to two years’ directly related experience is required
1 year of customer service experience, preferably in a financial service-related field
Must be available to work during the hours of 8pm – 10am
Fluent in English
FINRA fingerprinting required upon hire
Consistent adherence to work schedule and punctuality required

Responsibilities

Answer incoming telephone inquiries including requests for general account information, concerns related to contributions and withdrawals, making changes to an account, product information and tax questions; complexity and scope of questions based on level
Assist participants through the navigation of the automated voice response system as well as the website
Submit requests for research and follow-up if needed after the initial call
Review, comprehend and implement communication regarding plan updates and changes
Run disbursement quotes, respond to managerial feedback, and attend meetings and training sessions
Provide callers with education regarding retirement readiness
Work overtime based upon call volumes
May be required to make outbound calls; expectation determined by level

Skills

Customer Service

Telephone Support

Retirement Plans

Financial Services

Account Management

Automated Voice Response

Website Navigation

Disbursement Quotes

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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