Retirement Specialist - Taguig City
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.
As published by workable
First name, Last name, Email, Headline, Phone, Resume, Cover letter, How did you know about this position?, How many months of BPO experience do you have?, Please indicate the exact number of BPO experience you have in months (i.e. 36). If not applicable, indicate 1., Based on your prior BPO experience, please select ALL lines of businesses that you've already supported below. For those without experience, please select N/A., What is your highest educational attainment?, What course/s did you take up in college and/or in TESDA? List down all that applies (i.e. BS Accountancy, Manufacturing). If you did not reach college or take a TESDA course, kindly indicate N/A., Which location are you residing in? (City of Residence), Which location do you prefer working in?, When is the soonest you are available to start working?, How much was your last monthly compensation package (in PESO)? (i.e. 16000), How much is your expected salary (in PESO)? (i.e. 18000), What time between Mondays to Fridays, 9am to 5pm, are you available for a phone call?
- Are you currently enrolled or have plans in enrolling in school? yes / no
- Do you have any plans to work abroad in the next two years? yes / no
- Are you willing to work fully onsite? yes / no
- Are you willing to work on shifting schedule and graveyard shift? yes / no
- Are you willing to work during weekends, holidays, and render paid overtime? yes / no
- Are you currently employed? yes / no
- Are you willing to undergo both virtual and onsite recruitment processes? yes / no