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.