FINRA Series 6 and/or Series 26 Licensed Representative

Metacom Careers; Pasay; On-site; PHP 240,000 - 420,000; Full time

Benefits offered by this job

Performance Bonus

Incentives

HMO

Job summary

Metacom Careers is seeking a FINRA Series 6/26 licensed professional for an on-site role in Pasay. The ideal candidate will provide exemplary service to clients, assist with account-opening processes, and educate clients on FINRA-compliant investment options. A background in BPO and strong communication skills are required.

Position offers growth opportunities and a competitive salary. Requirements include a Senior High School diploma or 2 years of college, plus at least 1 year of BPO

Qualifications

• Educational requirement: Senior High School Graduate or completed at least 2 years in college.
• License required: FINRA Series 6 and/or Series 26.
• Strong English language skills and customer service abilities.

Responsibilities

• Provide exceptional customer service and support to clients regarding investment products.
• Assist clients with account opening and maintenance processes.
• Educate clients on investment options and financial products compliant with FINRA regulations.
• Maintain accurate records and documentation of client interactions and transactions.
• Work closely with internal teams to ensure client satisfaction and retention.

Skills

FINRA Series 6/26 license

English proficiency

Customer service

Education

Senior High School

2 years college

Job description

FINRA Series 6 and/or Series 26 Licensed Representative

On-site - Pasay 1-3 Yrs Exp High/Senior High School Full-time

Job Description

Employee Recognition and Rewards

• Performance Bonus, Incentives

Government Mandated Benefits

Insurance Health & Wellness

• HMO

Professional Development

• Job Training, Professional Development

Are you a FINRA Series 6 or Series 26 Licensed professional looking for your next career opportunity? Join a dynamic team and build your career in the financial services industry while enjoying a competitive salary and excellent growth opportunities.

Description

• Provide exceptional customer service and support to clients regarding investment products.


• Assist clients with account opening and maintenance processes.


• Educate clients on investment options and financial products compliant with FINRA regulations.


• Maintain accurate records and documentation of client interactions and transactions.


• Work closely with internal teams to ensure client satisfaction and retention.

Requirements

• Educational Qualifications: Senior High School Graduate or completed at least 2 years in college


• Experience Level: At least 1 year of BPO experience


• Skills and Competencies:FINRA License Series 6 and/or Series 26


• Skills and Competencies:Proficiency in English Language


• Skills and Competencies:Strong Customer Service skills


• Qualities and Traits:Excellent communication and interpersonal skills


• Qualities and Traits:Ability to work in a fast-paced environment


• Must have complete government statutory numbers:


• SSS


• PhilHealth


• Pag-IBIG


• TIN


• Willing to work onsite in Pasay or Alabang

Preview

More than ten replies today

Working Location

Mall of Asia Complex, 18 Pacific Dr, Pasay City, 1300 Metro Manila, Philippines

If your job position involves working overseas, please stay vigilant and keep all communication within the Bossjob platform to avoid potential scams.

Your safety is our priority. Be cautious if an employer has any of the following behaviors, and report them immediately through the platform.

• Requests your ID or personal documents unnecessarily


• Asks for money, deposits, guarantees, or property during the hiring process


• Pressures you to invest or raise funds


• Collects illicit benefits. Engages in any other illegal or suspicious activity


• Redirects you outside the platform to other websites or group chats not related to the company or role you’re applying for

Tips

Some of our features may not work properly on your device.