FINRA‑Certified Retirement Solutions Specialist (Series 6/7)

Cognizant Technology Solutions Philippines Inc.

Taguig

On-site

PHP 279,000 - 424,000

Full time

9 days ago

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Benefits offered by this job

ESOP training

Career growth

Benefits & work-life balance

Job summary

Cognizant Technology Solutions Philippines Inc. is seeking a FINRA-certified specialist to proactively engage retirement plan participants through outbound calls, assess eligibility, and hand off to licensed Financial Counselors. This role emphasizes advanced communication, consultative engagement, and strict regulatory compliance.

Qualifications include FINRA Series 6 or 7, and at least 2 years in outbound calling or customer service within financial services. PCC frontline experience is a plus.

Qualifications

FINRA Series 6 or 7 certification required.
Minimum 2 years in outbound calling, sales, or customer service in financial services.
Education options include 2 years in college, SHS graduation, or high school with 3 years BPO voice experience.

Responsibilities

Proactively engage retirement plan participants via outbound calls.
Assess eligibility and facilitate handoffs to licensed Financial Counselors.
Ensure strict regulatory compliance in all interactions.
Maintain accurate documentation of calls and outcomes.

Skills

Outbound calling

Sales experience

Customer service

Consultative communication

Objection handling

Regulatory compliance

Education

2 years in college

SHS graduate

High School graduate with 3 BPO years

Job description

Qualifications include FINRA Series 6 or 7, and at least 2 years in outbound calling or customer service within financial services. PCC frontline experience is a plus.

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