Remote Retirement Plan Advisor (FINRA Licensed)

Transamerica Corporation; United States; Remote; USD 49,000 - 95,000; Full time

Benefits offered by this job

Competitive Pay

Bonus for Eligible Employees

401k Match

Tuition Reimbursement

Health Insurance

Paid Time Off

Job summary

Transamerica Corporation is seeking FINRA licensed advisors to join a fully remote team handling retirement and financial product solutions. You will educate clients, provide guidance, and manage inquiries while working from home up to 40 hours a week with a base salary plus bonuses.

Candidate must hold FINRA Series 6, 63, and 65 or Series 7 and 66, plus Life and Health licenses within 60 days of hire. This role offers a comprehensive benefits package and performance incentives.

Qualifications

• Bachelor’s degree in business or equivalent professional experience.
• One year of experience in financial services.
• Proficiency using MS Office.

Responsibilities

• Learn all products in assigned specialty area and understand regulations.
• Explain product options and make recommendations to customers.
• Identify multi-product needs and connect to other specialists.
• Work with relationship managers to initiate product requests.

Skills

Customer service

Interpersonal skills

Communication skills

Presentation skills

Education

Bachelor’s degree in business or equivalent

Tools

Salesforce CRM

MS Office

Job description

Transamerica Corporation is seeking FINRA licensed advisors to join a fully remote team handling retirement and financial product solutions. You will educate clients, provide guidance, and manage inquiries while working from home up to 40 hours a week with a base salary plus bonuses.

Candidate must hold FINRA Series 6, 63, and 65 or Series 7 and 66, plus Life and Health licenses within 60 days of hire. This role offers a comprehensive benefits package and performance incentives.