Remote 401k Plan Advisor I
Transamerica Corporation
14 days+
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Benefits offered by this job
Job summary
Transamerica Corporation is seeking a Retirement Plan Specialist I to assist 401k participants and financial advisors. This remote position requires a Bachelor's degree and licensure such as FINRA Series 6, 63, and 65. Candidates should have one year of financial services experience and strong customer service and communication skills. Benefits include a pension plan, 401k match, and various insurances, alongside career development opportunities.
Qualifications
- One year of experience in the financial services industry.
- FINRA Series 6, 63, and 65; or FINRA Series 7 and 66.
- Life and Health licenses (required within 60 days of hire).
- Basic knowledge of financial products.
Responsibilities
- Learn all products in the assigned specialty area.
- Explain and ensure customers understand product options.
- Identify multi-product needs and connect customers to specialists.
- Work with relationship managers to initiate product requests.
Skills
Customer service skills
Interpersonal skills
Problem-solving skills
Decision-making skills
Written communication
Verbal communication
Presentation skills
Proficiency in MS Office
Education
Bachelor’s degree in a business field
Tools
Salesforce.com
Job description
Transamerica Corporation is seeking a Retirement Plan Specialist I to assist 401k participants and financial advisors. This remote position requires a Bachelor's degree and licensure such as FINRA Series 6, 63, and 65. Candidates should have one year of financial services experience and strong customer service and communication skills. Benefits include a pension plan, 401k match, and various insurances, alongside career development opportunities.
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