FINRA Licensed Specialist - Get Up To 70K Plus 100K SOB! | Pasay City

EXL; Pasay; Sur place; PHP 711 000 - 852 000; Plein temps

Avantages offerts par ce poste

Day 1 HMO Coverage

Sign-on Bonus

Career Growth

Learning & Development

Onsite role

Résumé du poste

EXL is hiring at MOA, Pasay for a retirement planning advisor with FINRA Series 6 or 7 license. The role requires at least 1 year of BPO experience and strong customer service skills to explain retirement products such as IRAs and 401(k)s.

You will handle retirement transactions, maintain records, and work in a fast-paced on-site call center. Competitive ₱70,000 salary package plus a ₱100,000 sign-on bonus and Day 1 HMO are offered.

Qualifications

• At least a year of BPO experience.
• Strong customer service and communication skills.
• Knowledge of retirement products (IRAs, 401(k)s).
• Ability to explain complex financial concepts clearly.
• Familiarity with regulatory requirements in financial services.

Responsabilités

• Provide retirement planning guidance to customers.
• Assist with retirement account selections (IRAs, 401(k)s).
• Process retirement transactions per FINRA rules.
• Address customer inquiries about retirement products and services.
• Maintain accurate records of interactions and transactions.
• Educate customers on retirement planning strategies.

Connaissances

Customer service

Retirement planning knowledge

Communication skills

CRM proficiency

Regulatory compliance understanding

Formation

High school diploma

Bachelor's degree in finance or business (preferred)

FINRA Series 6 or 7 License

Outils

CRM systems

Financial software platforms

Description du poste

• Earn Up to ₱70,000 Salary Package Plus a ₱100,000 Sign-On Bonus for Qualified Hires*
• Get Hired This October–November for a Chance to Win a ₱50,000 Holiday Welcome Reward*
• Day 1 HMO Coverage for You and Up to 3 Dependents (Including Parents Up to 80 Years Old)

*Terms and Conditions Apply

WHY JOIN EXL?

Join a Great Place to Work® Certified company and take your career to the next level with competitive rewards, professional development opportunities, and long-term career growth.

WHAT ARE WE LOOKING FOR

• Senior High School Graduate or completed at least 2 years in college
• At least a year of BPO experience is required
• Valid FINRA Series 6 or 7 License (required)
• Proven experience in retirement planning, financial advisory, or customer service within the financial services industry
• Strong knowledge of retirement products, including IRAs, 401(k)s, and other retirement investment vehicles
• Excellent customer service and communication skills with the ability to explain complex financial concepts clearly
• Proficiency in using customer relationship management (CRM) systems and financial software platforms
• Ability to work in a fast-paced call centre environment whilst maintaining accuracy and attention to detail
• Strong problem-solving skills and the ability to handle customer concerns professionally and empathetically
• Commitment to compliance and understanding of regulatory requirements in the financial services industry
• High school diploma or equivalent; bachelor's degree in finance, business, or related field is preferred
• Complete SSS, PhilHealth, Pag-IBIG, and TIN requirements
• Willing to work on-site in MOA, Pasay, City

YOUR KEY RESPONSIBILITIES

• Provide expert retirement planning advice and guidance to customers, assessing their financial situations and retirement goals
• Assist customers with retirement account selections, including IRAs, 401(k)s, and other retirement investment
• Process retirement related transactions in accordance with FINRA regulations and company policies
• Address customer inquiries and concerns regarding retirement products, services, and account management
• Maintain detailed and accurate records of all customer interactions and transactions
• Educate customers on retirement planning strategies, investment options, and regulatory requirements
• Collaborate with internal teams to resolve complex retirement-related issues and ensure timely resolutions
• Stay updated on industry changes, regulatory updates, and product developments relevant to retirement services
• Meet performance targets and quality standards whilst maintaining exceptional customer satisfaction

WHAT WE OFFER

• Competitive Salary and Allowance Package
• Day 1 HMO Coverage for You and Up to 3 Dependents (Including Eligible Parents Up to 80 Years Old)
• Learning and Development Programs
• Career Growth and Advancement Opportunities
• Supportive and Inclusive Work Environment

WHAT'S WAITING FOR YOU?

• ₱70,000 Salary Package Plus ₱100,000 Sign-On Bonus for Qualified Hires*
• Get Hired This October–November for a Chance to Win a ₱50,000 Holiday Welcome Reward*
• FREE Meal for All Onsite Applicants
• Chance to Win Exciting Raffle Prizes

*Terms and Conditions Apply

PREFER TO APPLY ONSITE?

Visit us at EXL Recruitment Hub, One E-com Center, MOA, Pasay City

Monday to Friday | 10:00 AM to 6:00 PM

Whether you're starting your first job or looking for your next career opportunity, EXL is ready to help you take the next step.