Transamerica
Retirement Plan Specialist I (Financial Advisor) (Remote)
7 days agoWhat's your preference?
Job Description
- Req#: R20059581
Employer Industry: Financial Services
Why consider this job opportunity:
- Total compensation estimated to be up to $95,000 annually
- Opportunity for sales and performance bonuses
- Comprehensive benefits package, including a pension plan and 401k match
- Paid Time Off starting at 160 hours annually, plus ten paid holidays per year
- Fully remote work flexibility
- Career training and development opportunities to enhance professional growth
What to Expect (Job Responsibilities):
- Educate and guide customers on retirement product solutions, including account rollovers and annuities
- Learn and understand all products in the assigned specialty area and competitive offerings
- Make product recommendations and connect customers to other product specialists as needed
- Collaborate with relationship managers and fulfillment analysts to initiate product requests
- Handle routine inquiries and ensure customers understand product options
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 to be approved to do business in all states)
- Life license (or obtain within 90 days)
- Minimum of one year of experience in the financial services industry
- Proficiency in using MS Office and strong communication skills
How to Stand Out (Preferred Qualifications):
- CFP and/or CRPC certification
- Knowledge of CRM systems (Salesforce.com) and digital financial advice platforms
#FinancialServices #RemoteWork #CareerGrowth #CompetitiveCompensation #DiversityAndInclusion
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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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