Job Description
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. reti...