• Job Description

  Req#: R20049544

  Job Family

  Internal Sales

  Who We Are

  Transamerica has been helping people feel better about the future for more than 100 years. We provide investment, retirement, and life insurance solutions to more than 11 million customers throughout the U.S. But the way we see it, our responsibility goes beyond our clients’ accounts. We’re in the business of helping people live well and empowering them to create a better tomorrow through the financial and health-related habits they form today. We help people prepare by providing solutions that consider the whole picture.

  What We Do

  Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, Employee Benefits, and Financial Assets), which are supported by Transamerica Corporate (Corporate Development; Finance; Internal Audit; Legislative, Regulatory & Policy; Office of the CEO; People, Places & Brand; Risk; and Technology).

  Job Description Summary

  How long is your commute?
  The Retirement Plan Specialist role is fully remote!
  
  Are you an experienced Financial Advisor or Retirement Professional who is tired of prospecting and would love to work with ongoing warm leads, build relationships, and assist clients with their financial challenges?
  Do you wish that instead of a high pressure, commission-only position you could work from home 40 hours per week, receive a bi-weekly base salary PLUS monthly, quarterly, and annual bonuses?
  Then our team is the answer you are looking for!
  You must hold Series 6, 63, and 65; OR FINRA Series 7 and 66 at time of hire.

  Job Description

  Advice Center hours are 7:00am CST to 7:00pm CST Monday through Friday. Shifts are 8 hours with overtime available. You must be available and willing to work until 7:00 CST 1-2 days during the week.

  What you will do:

  You will serve as a trusted advisor to the participants of Transamerica’s expansive book of qualified retirement accounts from Transamerica’s employer sponsored plans, helping participants to understand their options with their qualified savings, assisting them in setting goals, calculating exactly what it will take to achieve those goals, and implementing the plan.

  What you will learn:

  You will be working with an experienced and results-oriented team of financial professionals utilizing modern technology to solve individual retirement challenges of our plan participants. You will work in an environment that offers continuous personal and professional development to craft your skills as a consummate fiduciary that will personally embark on a journey to retirement success with thousands of Transamerica’s clients.

  Responsibilities

  • Become fully fluent and competent with respect to all issues related to qualified retirement plans and how they operate, what their advantages and limitations are

  • Advise clients of their options in regard to their retirement planning

  • Build trusting relationships with individual clients, helping them to articulate what their own success looks like and what the rewards of their success will be

  • Provide planning and advice regarding clients’ investment and retirement strategy

  • Work with a dedicated assistant to attend to the necessary administrative work associated with financial transactions, and successfully fund at least 15-20 accounts monthly

  • Maintain a constant pipeline of clients to close continual business throughout the month

  • Develop and review a personal business plan to remain on track to hit targeted production goals

  • Collaborate with partners setting your appointments for you and taking referrals sent by the customer contact center for existing participants with planning needs

  • Maintain a detailed series of records using the CRM platform Salesforce

  • Work with partners in the company to implement specialized financial strategies and products where appropriate

  • Advance to a role where a book of business is fully retained and accumulating trail commissions are paid on advisory accounts

  Qualifications

  • Bachelor’s degree in a business- related 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

  • One year of experience in the financial services industry

  • Basic knowledge of financial products (related to assigned specialty area)

  • Customer service, interpersonal and listening skills to effectively communicate with customers and earn trust

  • Problem-solving and decision-making skills to select and recommend product solutions

  • Written/verbal communication and presentation skills to provide information via phone, email, video, chat, etc

  • Proficiency using MS Office

  Preferred Qualifications

  • Life License

  • CFP and/or CRPC

  • Knowledge of CRM (Salesforce.com) and digital financial advice platforms

  Compensation

  **Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules. It is estimated based on what a successful Colorado applicant might be paid. It assumes that the successful candidate will be in Colorado or perform the position from Colorado. Similar positions located outside of Colorado will not necessarily receive the same compensation. **

  Total Compensation for this role is estimated to be $65,000 - 95,000 per year.

  Base pay for this position generally ranges from $46,000 - $49,000 per year. This rate is based on potential employee qualifications, operational needs and other considerations permitted by law. The rate may vary above and below the stated amount, as permitted by Colorado Equal Pay Transparency Rule 4.1.2.

  Commissions:

  This position may be eligible to earn commissions based on applicable sales incentive plan(s). All details pertaining to the calculation and payment of those commissions are available in the individual provisions of the sales incentive plan that applies. Average first year commission opportunity ranges from $12,000 - 18,000 and is uncapped based on performance. Commissions are paid monthly.

  This role provides a base salary along with a guaranteed floor of $1000 each month for the first 6 months and a one-time $2000 sign on bonus.

  Bonus Eligibility:

  This position is also typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion at a rate of 5%.

  Working Conditions

  • Work From Home

  This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.

  What We Offer

  For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees .

  Compensation Benefits

  • Competitive Pay

  • Bonus for Eligible Em ployees

  Benefits Package

  • Pension Plan

  • 401k Match

  • Employee Stock Purchase Plan

  • Tuition Reimbursement

  • Disability Insurance

  • Medical Insurance

  • Dental Insurance

  • Vision Insurance

  • Employee Discounts

  • Career Training & Development Opportunities

  Health and Work/Life Balance Benefits

  • Paid Time Off starting at 160 hours annually for employees in their first year of service.

  • Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).

  • Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars

  • Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of s ervice at the time of birth, placement of an adopted child, or placement of a foster care child.

  • Adoption Assistance

  • Employee Assistance Program

  • College Coach Program

  • Back-Up Care Program

  • PTO for Volunteer Hours

  • Employee Matching Gifts Program

  • Employee Resource Groups

  • Inclusion and Diversity Programs

  • Employee Recognition Program

  • Referral Bonus Programs

  • Peer Recognition Program (BRAVO)

  Inclusion & Diversity

  Transamerica has made a strong commitment to inclusion and diversity, and we are proud to be an organization where all perspectives are valued. Transamerica has earned recognition for its strong efforts year-over-year, including from the Human Rights Campaign’s Foundation Corporate Equality Index, the Diversity Best Practices Inclusion Index, and Seramount’s “100 Best Companies” list.

  In addition, as part of Transamerica’s commitment to maintaining an inclusive workplace, the company sponsors employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees and provide a supportive environment for raising diversity awareness and promoting inclusive behavior.

  Giving Back

  Transamerica believes our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a combination of financial grants and the volunteer commitment of our employees, this foundation supports nonprofit organizations focused on the education, health, and well-being of the communities where we live and work.

  https://www.transamerica.com/why-transamerica/aegon-transamerica-foundation

  Transamerica’s Parent Company

  Aegon acquired the Transamerica business in 1999. Aegon’s roots go back more than 175 years to the first half of the nineteenth century. Since then, Aegon has grown into an international company, with businesses in the Americas, Europe, and Asia. Today, Aegon is one of the world’s leading financial services organizations, providing life insurance, pensions, and asset management. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.

  Websites

  Transamerica | Protecting Your Wealth and Health since 1906

  Aegon Group Corporate Website | Aegon

  Management Team

  Transamerica Leadership - Standing For Financial Innovation Since 1906 | Transamerica

• About the company

  Helping people live better today and worry less about tomorrow. Products: Insurance, Retirement, Investment

Notice