Remote Retirement Plan Advisor I

Transamerica; United States; Remote; USD 49,000 - 70,000; Full time

Benefits offered by this job

Pension Plan

401k Match

Employee Stock Purchase Plan

Tuition Reimbursement

Disability Insurance

Medical Insurance

Dental Insurance

Vision Insurance

Employee Discounts

Career Training & Development

Job summary

Transamerica is expanding and seeking FINRA Licensed Advisors to join our team. Now interviewing for November 2nd and December 7th classes. The Retirement Plan Specialist role is fully remote and offers a base salary plus bonuses.

You must hold FINRA Series 6, 63, and 65; OR Series 7 and 66 at time of hire. Provides customers with education and transparency on retirement product solutions and handles routine inquiries.

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.

Education

Bachelor’s degree in a business field or equivalent professional experience

Tools

MS Office

Salesforce CRM

Job description

Transamerica is expanding and seeking FINRA Licensed Advisors to join our team. Now interviewing for November 2nd and December 7th classes. The Retirement Plan Specialist role is fully remote and offers a base salary plus bonuses.

You must hold FINRA Series 6, 63, and 65; OR Series 7 and 66 at time of hire. Provides customers with education and transparency on retirement product solutions and handles routine inquiries.