Remote Retirement Plan Advisor I

Transamerica; Oregon; Hybrid; USD 49,000 - 53,000; Full time

Benefits offered by this job

401k Match

Pension Plan

Tuition Reimbursement

Medical Insurance

Dental Insurance

Vision Insurance

Employee Discounts

Job summary

Transamerica is expanding its FINRA Licensed Advisor team for remote roles focused on retirement products and ongoing warm leads. You will educate clients on retirement options and guide them to suitable solutions while maintaining a compliant advisory process.

The role emphasizes customer service excellence, relationship building, and the ability to work from home 40 hours per week with a base salary plus performance bonuses. Licenses required or obtained within 60 days of hire.

Qualifications

• Bachelor's degree in business or equivalent professional experience.
• FINRA Series 6, 63, and 65, or FINRA Series 7 and 66
• Life and Health insurance license(s) as required by state(s), or obtain within 60 days of job entry date.
• 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

Written/verbal communication

Problem solving

Presentation skills

MS Office proficiency

Education

Bachelor's degree in business or equivalent

FINRA Series 6,63,65 or Series 7,66

Life and Health licenses as required by state

Tools

Salesforce CRM

MS Office

Job description

Transamerica is expanding its FINRA Licensed Advisor team for remote roles focused on retirement products and ongoing warm leads. You will educate clients on retirement options and guide them to suitable solutions while maintaining a compliant advisory process.

The role emphasizes customer service excellence, relationship building, and the ability to work from home 40 hours per week with a base salary plus performance bonuses. Licenses required or obtained within 60 days of hire.