Transamerica
R20059824 Retirement Plan Specialist I (Financial Advisor) (Remote)
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Job Description
- Req#: R20059824
Employer Industry: Financial Services
Why consider this job opportunity:
- Total compensation estimated between $65,000 - $95,000 per year
- Bi-weekly base salary plus monthly, quarterly, and annual bonuses for eligible employees
- Comprehensive benefits package including medical, dental, and vision insurance
- 401k match and pension plan to support your financial future
- Paid time off starting at 160 hours annually, plus ten paid holidays
- Opportunities for career training and development within the organization
What to Expect (Job Responsibilities):
- Educate customers on retirement product solutions and ensure understanding of product options
- Identify multi-product needs and connect customers with relevant specialists
- Collaborate with relationship managers and fulfillment analysts to initiate product requests
- Learn and stay informed about all products in assigned specialty area, including regulations
- Handle routine inquiries and provide product recommendations based on customer needs
What is Required (Qualifications):
- Bachelor’s degree in a business field or equivalent professional experience
- FINRA Series 6, 63, and 65; or FINRA Series 7 and 66 required at time of hire
- One year of experience in the financial services industry
- Basic knowledge of financial products related to the assigned specialty area
- Strong customer service and communication skills to effectively engage with clients
How to Stand Out (Preferred Qualifications):
- CFP and/or CRPC designation
- Familiarity with CRM systems (e.g., Salesforce.com) and digital financial advice platforms
- Previous experience in a remote work environment
#FinancialServices #CareerOpportunity #RemoteWork #CompetitivePay #EmployeeBenefits
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We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.About the company
Helping people live better today and worry less about tomorrow. Products: Insurance, Retirement, Investment
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