Retirement Specialist - Taguig City

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

We are seeking a Retirement Specialist to join a fast-growing team in Taguig City. In this role, you will be responsible for assisting clients with their retirement planning and providing comprehensive support throughout the process.

Key Responsibilities

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

Requirements

• Must be a High School Graduate (Old Curriculum) or Senior High School Graduate
• Has solid experience with U.S. retirement plans (e.g., 401(k), annuities, life insurance), including withdrawals, applications, loans, and policy handling
• Background in voice and non-voice financial accounts is an advantage
• Strong communication skills in both spoken and written English
• Must be familiar with plan documents, procedures, and financial products/services
• Amenable to work on a hybrid set-up in Taguig City
• Amenable to work on shifting schedule
• Can start ASAP

Benefits

• Free HMO
• Free Dependents
• Night Differential
• Program Incentives

Please note that this is contingent to the final company or account you'll be profiled to.