Transamerica
Retirement Plan Specialist I (Financial Advisor) (Remote)
6 days agoWhat's your preference?
Job Description
- Req#: R20060034
Employer Industry: Financial Services
Why consider this job opportunity:
- Total compensation estimated to be up to $95,000 per year
- Eligibility for monthly, quarterly, and annual bonuses
- Comprehensive benefits package including a pension plan, 401k match, and medical, dental, and vision insurance
- Paid Time Off starting at 160 hours annually, plus ten paid holidays per year
- Career training and development opportunities to support professional growth
- Fully remote position, providing flexibility to work from home
What to Expect (Job Responsibilities):
- Educate customers on retirement product solutions, including account rollovers and various insurance products
- Learn and understand all products in the assigned specialty area and make product recommendations
- Identify multi-product needs and connect customers with appropriate product specialists
- Collaborate with relationship managers and fulfillment analysts to initiate product requests
- Handle routine inquiries and provide transparent guidance to customers
What is Required (Qualifications):
- Bachelor’s degree in a business field or equivalent professional experience
- Must hold FINRA Series 6, 63, and 65; or FINRA Series 7 and 66 at time of hire
- Life insurance license (or obtain within 90 days)
- One year of experience in the financial services industry
- Basic knowledge of financial products related to the assigned specialty area
How to Stand Out (Preferred Qualifications):
- CFP and/or CRPC certification
- Knowledge of CRM systems, specifically Salesforce.com
- Familiarity with digital financial advice platforms
#FinancialServices #RemoteWork #CareerGrowth #CompetitiveCompensation #InclusiveWorkplace
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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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