Remote Retirement Plan Advisor I

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

Benefits offered by this job

Competitive pay

Bonus opportunities

401(k) match

Tuition reimbursement

Health, dental, vision insurance

Job summary

Transamerica is expanding its team of FINRA licensed Retirement Advisors working remotely across the United States. The role emphasizes educating clients on retirement product solutions and building relationships with ongoing warm leads, while offering a base salary plus monthly, quarterly and annual bonuses.

You must hold FINRA Series 6, 63, and 65 or Series 7 and 66 at hire, plus Life and Health licenses.

Qualifications

• Bachelor’s degree in a business field or equivalent professional experience.
• FINRA Series 6, 63, and 65, or FINRA Series 7 and 66.
• Life and Health insurance licenses 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 the 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

FINRA Series 6/63/65

FINRA Series 7/66

Life & Health licenses

Bachelor's degree in business

Education

Bachelor’s degree in business or equivalent

Tools

Salesforce CRM

Job description

Transamerica is expanding its team of FINRA licensed Retirement Advisors working remotely across the United States. The role emphasizes educating clients on retirement product solutions and building relationships with ongoing warm leads, while offering a base salary plus monthly, quarterly and annual bonuses.

You must hold FINRA Series 6, 63, and 65 or Series 7 and 66 at hire, plus Life and Health licenses.