Subject Matter Expert (SME) – FINRA Certified (Series 6 or 7)

Cognizant Technology Solutions Philippines Inc.; Taguig; On-site; PHP 279,000 - 424,000; Full time

Benefits offered by this job

ESOP training

Career growth

Benefits & work-life balance

Job summary

Cognizant Technology Solutions Philippines Inc. is seeking a FINRA-certified specialist to proactively engage retirement plan participants through outbound calls, assess eligibility, and hand off to licensed Financial Counselors. This role emphasizes advanced communication, consultative engagement, and strict regulatory compliance.

Qualifications include FINRA Series 6 or 7, and at least 2 years in outbound calling or customer service within financial services. PCC frontline experience is a plus.

Qualifications

• FINRA Series 6 or 7 certification required.
• Minimum 2 years in outbound calling, sales, or customer service in financial services.
• Education options include 2 years in college, SHS graduation, or high school with 3 years BPO voice experience.

Responsibilities

• Proactively engage retirement plan participants via outbound calls.
• Assess eligibility and facilitate handoffs to licensed Financial Counselors.
• Ensure strict regulatory compliance in all interactions.
• Maintain accurate documentation of calls and outcomes.

Skills

Outbound calling

Sales experience

Customer service

Consultative communication

Objection handling

Regulatory compliance

Education

2 years in college

SHS graduate

High School graduate with 3 BPO years

Job description

About the Role:

We are hiring a FINRA‑certified Specialist to proactively engage retirement plan participants through outbound calls, assess eligibility, and facilitate seamless handoffs to licensed Financial Counselors. This role requires advanced communication skills, consultative engagement, and strict compliance with regulatory standards.

Qualifications

• Education:

  
  
  
  

  • Completed 2 years in college with no back subjects, or

  
  

  • Senior High School (SHS) graduate under the K‑12 curriculum, or

  
  

  • High School graduate (old curriculum) with at least 3 years of BPO voice experience

  
  
  
  



• Certification: FINRA Series 6 or 7 required




• Experience: Minimum 2 years in outbound calling, sales, or customer service in financial services/retirement solutions




• Strong consultative communication and objection handling skills




• Advantage: Experience as a Participant Contact Center (PCC) frontline representative




• Advantage: Training through Employee Stock Ownership Plan (ESOP) programs

Why Join Us?

At Cognizant, we don’t just offer jobs—we build careers that thrive in the digital era.

• Growth That Matters – Clear career paths, continuous learning, and opportunities to move into leadership or specialized roles. You’re not just filling a seat—you’re building a future.




• Support That Empowers – A collaborative culture where your voice is heard, your ideas matter, and your well-being is prioritized through strong benefits and work-life balance.




• Impact That Inspires – Work on global accounts that shape industries, influence millions of users, and give you a sense of purpose beyond the paycheck.

About Us:

Cognizant is a global organization serving clients across multiple industries with a deep set of offerings provided by our practice areas and supported by corporate and enabling functions. Employing roughly 270,000 talented associates worldwide, Cognizant is dedicated to anticipating and solving clients’ toughest problems and enabling them to thrive in the digital era. Join us and Be Cognizant!

Your future starts here—grow, thrive, and make an impact with Cognizant.