About the role
We are seeking a Retirement Specialist (FINRA 6 or 7 Licensed) to join our team. As a Retirement Specialist, you will leverage your financial expertise and FINRA Series 6 or 7 licensing to provide comprehensive retirement solutions, ensuring clients receive the highest standard of service whilst maintaining compliance with all regulatory requirements.
Bonus: ₱100,000 Sign-On Bonus (SOB)
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're looking for
- Valid FINRA Series 6 or 7 License
- 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
Qualifications:
- Senior High School Graduate or completed at least 2 years in college
- FINRA Series 6 OR 7 Licensed (required)
- At least a year of BPO experience is required
- Strong English communication skills
- Complete SSS, PhilHealth, Pag-IBIG, and TIN requirements
Apply online or visit us on-site
- Monday to Friday from 10:00 a.m. to 6:00 p.m.
- EXL Recruitment Hub, One E-com Center, MOA, Pasay City
What we offer:
- Bonus: ₱100,000 Sign-On Bonus (SOB)
- Competitive Pay & Rewards – salary packages designed to value your skills
- Comprehensive HMO Coverage – for you and your dependents
- Learning & Development – upskilling, certifications, and growth programs
- Career Advancement – clear paths for promotion and mobility