FINRA Licensed Senior Executive (Alabang) | Onsite

<h2>Work Setup: On-site</h2><h2>Work Location: Alabang</h2><h2>Required Educational Attainment:</h2><ul><li>At least 2 years of College Education (No back subjects)</li></ul><h2>Required Experience:</h2><ul><li>Must have an active FINRA License</li></ul><h2>Job Scope:</h2><ul>
<li>Provide retirement planning guidance by assessing customers' financial situations and retirement goals.</li>
<li>Assist customers with retirement account options, including IRAs, 401(k)s, and other retirement investments.</li>
<li>Process retirement-related transactions in compliance with FINRA regulations and company policies.</li>
<li>Handle customer inquiries and concerns regarding retirement products, services, investments, and account management.</li>
<li>Educate customers on retirement planning strategies, investment options, and regulatory requirements.</li>
<li>Maintain accurate records of customer interactions, account activities, and transactions.</li>
<li>Coordinate with internal teams to resolve complex account or retirement-related concerns promptly.</li>
<li>Keep updated on industry trends, regulatory changes, and retirement product developments.</li>
<li>Meet performance and quality targets while ensuring excellent customer service.</li>
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