Retirement Services Representative
1 month ago
At TASQ Staffing Solutions, we are seeking an experienced Retirement Specialist to join our team. The ideal candidate will have a strong understanding of the Financial and Retirement Services industry and be able to effectively communicate with clients.
Estimated Salary: ₱450,000 - ₱650,000 per year
Job Description:
- We are looking for someone who can provide exceptional customer service and support to individual investors, distribution partners, and/or clients.
- The selected candidate will receive inbound contacts from clients and ensure that all transactions are accurately completed and appropriate forms and information are provided with a satisfactory resolution of the situation.
- They will also complete necessary documentation in all utilized systems and may be asked to provide mentoring and training for less experienced team members.
Required Skills and Qualifications:
- The ideal candidate must have a FINRA license: Series 7 and Series 24, as well as excellent communication, customer service, organizational, and telephone skills.
- They should also have at least 2 years of related (financial services industry) work experience and be proficient in computer skills and able to navigate numerous software and web applications.
Benefits: We offer a hybrid work setup, allowing employees to work from home three days a week and onsite two days a week. Our company is located in McKinley West, Taguig, and we require our employees to be flexible with their schedules, including night shifts and weekends off.
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