We are seeking a Retirement Specialist to join a fast-growing team in Taguig City. In this role, you will be responsible for assisting clients with their retirement planning and providing comprehensive support throughout the process.
Key Responsibilities
- Guide clients through their retirement options and benefits
- Provide personalized consultations to assess clients' financial situations
- Communicate effectively with clients via phone, email, and in-person meetings
- Maintain accurate and detailed records of client interactions and transactions
- Collaborate with team members to enhance the retirement services offered
- Stay updated on relevant retirement policies and industry trends
- Meet or exceed individual and team performance metrics
Requirements
- Must be a High School Graduate (Old Curriculum) or Senior High School Graduate
- Has solid experience with U.S. retirement plans (e.g., 401(k), annuities, life insurance), including withdrawals, applications, loans, and policy handling
- Background in voice and non-voice financial accounts is an advantage
- Strong communication skills in both spoken and written English
- Must be familiar with plan documents, procedures, and financial products/services
- Amenable to work on a hybrid set-up in Taguig City
- Amenable to work on shifting schedule
- Can start ASAP
Benefits
- Free HMO
- Free Dependents
- Night Differential
- Program Incentives
Please note that this is contingent to the final company or account you'll be profiled to.