Financial Services SME
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About the Role
We are hiring a FINRA‑certified Specialist to proactively engage retirement plan participants through outbound calls, assess eligibility, and facilitate seamless handoffs to licensed Financial Counselors. This role requires advanced communication skills, consultative engagement, and strict compliance with regulatory standards. Qualifications
•
Education:
• Completed 2 years in college with no back subjects, or
• Senior High School (SHS) graduate under the K‑12 curriculum, or
• High School graduate (old curriculum) with at least 3 years of BPO voice experience
• Certification: FINRA Series 6 or 7 required
•
Experience:
Minimum 2 years in outbound calling, sales, or customer service in financial services/retirement solutions
• Strong consultative communication and objection handling skills
• Advantage: Experience as a Participant Contact Center (PCC) frontline representative
• Advantage: Training through Employee Stock Ownership Plan (ESOP) programs
Key Responsibilities
• Conduct proactive outbound calls to retirement plan participants to increase engagement and support informed decision-making.
• Assess participant needs, intent, and eligibility through consultative conversations.
• Educate participants on retirement plan options, account continuation, and rollover opportunities.
• Identify qualified participants and connect them with Financial Counselors for personalized guidance.
• Perform warm transfers and appointment scheduling to ensure a seamless participant experience.
• Accurately document participant interactions, outcomes, and follow-up activities in Salesforce and related systems.
• Maintain compliance with regulatory requirements, quality standards, and company policies.
• Meet performance goals related to contact rates, referral conversions, call quality, and productivity.
• Build trust and rapport while delivering exceptional customer service and engagement.
• Partner with Financial Counselors, Operations, and Quality teams to enhance outreach effectiveness and participant experience. Why Join Us? At Cognizant, we don’t just offer jobs—we build careers that thrive in the digital era.
• Growth That Matters – Clear career paths, continuous learning, and opportunities to move into leadership or specialized roles. You’re not just filling a seat—you’re building a future.
• Support That Empowers – A collaborative culture where your voice is heard, your ideas matter, and your well-being is prioritized through strong benefits and work-life balance.
• Impact That Inspires – Work on global accounts that shape industries, influence millions of users, and give you a sense of purpose beyond the paycheck. Your future starts here—grow, thrive, and make an impact with Cognizant.
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