Hybrid Retirement Planner & Client Advisor

Tasq Work; Taguig; Hybrid; PHP 446,000 - 625,000; Full time

Benefits offered by this job

Free HMO

Free Dependents

Night Differential

Program Incentives

Job summary

Tasq Work in Taguig City seeks a Retirement Specialist to assist clients with retirement planning and provide ongoing support throughout the process. You will guide clients through retirement options and maintain accurate records.

The role requires experience with U.S. retirement plans, strong English communication, and willingness to work in a hybrid setup in Taguig. Start ASAP and contribute to team performance.

Qualifications

• Solid experience with U.S. retirement plans (e.g., 401(k), annuities, life insurance).
• Strong communication skills in English, both spoken and written.
• Familiar with plan documents, procedures, and financial products/services.

Responsibilities

• Guide clients through retirement options and benefits.
• Provide personalized consultations to assess financial situations.
• Maintain accurate records of client interactions and transactions.
• Communicate with clients via phone, email, and in-person meetings.
• Collaborate with team members to improve retirement services.
• Stay updated on retirement policies and industry trends.
• Meet or exceed individual and team performance metrics.

Skills

English communication

U.S. retirement plans

Experience with retirement accounts

Education

High School Diploma (Old Curriculum)

Senior High School Diploma

Job description

Tasq Work in Taguig City seeks a Retirement Specialist to assist clients with retirement planning and provide ongoing support throughout the process. You will guide clients through retirement options and maintain accurate records.

The role requires experience with U.S. retirement plans, strong English communication, and willingness to work in a hybrid setup in Taguig. Start ASAP and contribute to team performance.