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Retirement Industry Expert

2 weeks ago

Taguig, National Capital Region, Philippines JetSon Manpower Agency Full time
About the Role

In this exciting opportunity, you will be working as a FINRA Licensed Retirement Specialist at JetSon Manpower Agency. Your primary responsibility will be to handle client inquiries, resolve issues, and provide exceptional customer service.

  • You will serve as a liaison between clients and internal teams, ensuring seamless communication and resolving any discrepancies or concerns.
  • You will maintain accurate records and documentation, adhering to regulatory requirements and company policies.
  • You may be tasked with mentoring junior team members, sharing your expertise and best practices to enhance their skills and performance.
  • You will leverage technology to enhance the customer experience, streamlining processes and improving efficiency.
Key Responsibilities
  • Handle client inquiries and resolve issues in a timely and professional manner.
  • Maintain accurate records and documentation, adhering to regulatory requirements and company policies.
  • Provide mentoring and training to junior team members, promoting knowledge sharing and skill development.
  • Leverage technology to enhance the customer experience, streamlining processes and improving efficiency.