PanAgora Asset Management Inc.

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
The Retirement Consultant – Roll In (Consultant) will drive 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 must maintain and manage their book of business ranging from 150 – 350 customers. Consultants will work autonomously to maintain their book of business and provide positive outcomes and experiences for customers.
What you will do
<ul>
<li>Place outbound calls and handle inbound calls from our participant base, with the objective of consolidating their retirement savings into their employer-sponsored plan with Empower. This includes, but is not limited to, scheduling meetings with individual customers, holding conference calls with contra firms &amp; customers, providing education and support throughout the consolidation process.</li>
<li>Independently and effectively manage a high volume of scheduled meetings, inbound calls, outbound calls, and emails correspondence with customers while making themselves available to receive real-time warm handoffs of newly generated leads from call centers.</li>
<li>Demonstrate expertise in retirement investment vehicles, especially 401(k), 403(b), 457b, 401(a), and IRA.</li>
<li>Service rollover relationship from opportunity handoff through close, increasing participant touch, satisfaction, and loyalty</li>
<li>Answer customer questions and concerns about retirement planning as necessary.</li>
</ul>
What you will bring
<ul>
<li>High School diploma or GED.</li>
<li>2 years of experience.</li>
<li>FINRA 6 &amp; 63 registrations required within corporate-established timelines.</li>
<li>FINRA Fingerprinting.</li>
<li>Ability to work within a flexible call center schedule and environment.</li>
<li>For this position, candidates must be authorized to work in the United States without requiring visa sponsorship.</li>
</ul>
What will set you apart
<ul>
<li>Prior telephone experience preferred.</li>
<li>Customer-focused, outward approach to delivery of retail asset gathering opportunities.</li>
<li>Strong desire to meet the needs of internal and external customers.</li>
<li>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.</li>
</ul>
***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa currently, including CPT/OPT.***
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
<ul>
<li>Medical, dental, vision and life insurance</li>
<li>Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup</li>
<li>Tuition reimbursement up to $5,250/year</li>
<li>Business-casual environment that includes the option to wear jeans</li>
<li>Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year</li>
<li>Paid volunteer time — 16 hours per calendar year</li>
<li>Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)</li>
<li>Business Resource Groups (BRGs) – &nbsp;BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.</li>
</ul>
Base Salary Range
$52,000.00 - $64,000.00
The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Equal opportunity employer • &nbsp;Drug-free workplace
We are an equal opportunity employer with a commitment to diversity. &nbsp;All individuals, regardless of personal characteristics, are encouraged to apply. &nbsp;All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.&nbsp;
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
Job Posting End Date at 12:01 am on:
10-24-2026
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Retirement Consultant - Roll In

Retirement Consultant - Roll In

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