Retirement Specialist - Taguig City

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. reti...