Remote Retirement Plan Advisor | Full-Time + Bonuses

Transamerica; United States; On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Competitive pay

Bonus eligibility

401k match

Tuition reimbursement

Medical insurance

Paid time off

Job summary

Transamerica is expanding our team and currently interviewing FINRA Licensed Advisors for remote roles starting September sessions. The Retirement Plan Specialist offers a home-based schedule, a base salary plus bonuses, and ongoing warm leads to support client relationships and retirement planning goals.

Qualified candidates hold FINRA Series 6/63/65 or Series 7/66, Life and Health licenses, and have at least one year in financial services. Strong communication and MS Office skills are required.

Qualifications

• Bachelor’s degree in a business 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)
• 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

MS Office

Communication

Education

Bachelor's degree in business

Tools

Salesforce

Job description

Transamerica is expanding our team and currently interviewing FINRA Licensed Advisors for remote roles starting September sessions. The Retirement Plan Specialist offers a home-based schedule, a base salary plus bonuses, and ongoing warm leads to support client relationships and retirement planning goals.

Qualified candidates hold FINRA Series 6/63/65 or Series 7/66, Life and Health licenses, and have at least one year in financial services. Strong communication and MS Office skills are required.