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

Cognizant; Taguig; On-site; PHP 420,000 - 620,000; Full time

Job summary

Cognizant is hiring a FINRA-certified Specialist to engage retirement plan participants via outbound calls, assess eligibility, and coordinate with licensed Financial Counselors. The role emphasizes advanced communication, consultative engagement, and strict regulatory compliance.

Qualifications include FINRA Series 6 or 7, with at least 2 years in outbound calling or customer service in financial services. Candidates with PCC frontline experience or ESOP training have an advantage.

Qualifications

• Completed 2 years in college with no back subjects.
• Senior High School (SHS) graduate under the K-12 curriculum.
• High School graduate (old curriculum) with at least 3 years of BPO voice experience.
• FINRA Series 6 or 7 certification required.

Responsibilities

• Proactively engage retirement plan participants through outbound calls, assess eligibility, and facilitate handoffs to licensed Financial Counselors.
• Maintain strict regulatory compliance and demonstrate advanced consultative communication throughout interactions.

Skills

Consultative communication

Objection handling

Outbound calling experience

Education

2 years in college with no back subjects

Senior High School (SHS) graduate

High School graduate (old curriculum) with 3+ years BPO voice experience

FINRA Series 6 or 7

Job description

Cognizant is hiring a FINRA-certified Specialist to engage retirement plan participants via outbound calls, assess eligibility, and coordinate with licensed Financial Counselors. The role emphasizes advanced communication, consultative engagement, and strict regulatory compliance.

Qualifications include FINRA Series 6 or 7, with at least 2 years in outbound calling or customer service in financial services. Candidates with PCC frontline experience or ESOP training have an advantage.