CSR Retirement

Role: CSR Retirement
Work Set-up: Hybrid
Level: SPE
Site Location: BGC, Taguig
Schedule: night shift
Salary: up to 45K
Target Start date: Sept. 22
Headcount Required: 10

Qualifications:
> Must be a High School Graduate (Old Curriculum), Senior High School Graduate, or Bachelor’s Degree Holder.
> Required: Experience with U.S. retirement plans (e.g., 401(k), annuities, life insurance), including withdrawals, applications, loans, and policy handling.
> Preferred: Background in voice and non-voice financial accounts.
> Strong communication, analytical, and problem-solving skills.
> Familiarity with plan documents, procedures, and financial products/services.
> Willing to work onsite in Taguig (2-3x a week)


PRESCREENING NOTES:
BPO experience:
Years of relevant experience (US Retirement Plans):
Educational attainment:
Salary expectation:
Last drawn salary:
Notice period:
Availability for the work setup and schedule:
Current location: