Remote FINRA-Licensed Retirement Plan Specialist (401k)

Transamerica Corporation; United States; Remote; USD 49,000 - 53,000; Full time

Benefits offered by this job

401(k) Match

Medical Insurance

Paid Time Off

Job summary

Transamerica Corporation seeks FINRA-licensed Advisors for fully remote Retirement Plan Specialist roles. You’ll work with warm leads, build client relationships, and help with retirement product solutions from home 40 hours/week with a base salary plus bonuses.

Candidates must hold FINRA Series 6/63/65 or Series 7/66; Life and Health licenses within 60 days. Prior financial services experience is preferred; Salesforce and MS Office skills are beneficial.

Qualifications

• Bachelor’s degree in a business field or equivalent professional experience.
• FINRA Series 6, 63, and 65; or Series 7 and 66 (required to be approved to do business in all states).
• Life and Health licenses (required within 60 days of hire).
• 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.

Responsibilities

• Learn all products in assigned specialty area, including awareness of competitive offerings and regulations.
• Explain and ensure customers understand product options for routine inquiries; make product recommendations.
• Identify if there are multi-product needs and connect customers to other product specialists.
• Work with relationship managers and fulfillment analysts to initiate product requests.

Skills

Customer service

Interpersonal skills

Communication

Presentation skills

Problem solving

Education

Bachelor’s degree in business field or equivalent

Tools

Salesforce

MS Office

Job description

Transamerica Corporation seeks FINRA-licensed Advisors for fully remote Retirement Plan Specialist roles. You’ll work with warm leads, build client relationships, and help with retirement product solutions from home 40 hours/week with a base salary plus bonuses.

Candidates must hold FINRA Series 6/63/65 or Series 7/66; Life and Health licenses within 60 days. Prior financial services experience is preferred; Salesforce and MS Office skills are beneficial.