Remote Retirement Services Specialist

Transamerica

United States

Remote

USD 48,000 - 53,000

Full time

14 days+
Application generator

Don’t send a generic resume — generate a resume and cover letter tailored to this exact role.

Get past ATS filters

Job summary

Transamerica is seeking a Registered Service Representative to excel in a remote call center environment. This role provides outstanding service to clients regarding retirement products, including answering inquiries and assisting with transactions.

The ideal candidate has a minimum of two years of customer service experience, strong communication skills, and a proactive approach to solving problems. The role offers a salary ranging between $48,000 - $53,000 annually and potential bonuses based on performance.

Qualifications

  • Two years of customer service experience.
  • Excellent customer service skills.
  • Strong attention to detail and excellent time management.

Responsibilities

  • Responsible for inbound and outbound calls.
  • Provide accurate and complete information to clients.
  • Monitor client accounts and handle situations as needed.

Skills

Customer service experience
Verbal communication skills
Written communication skills
Attention to detail
Time management skills
Proactive and customer focused
Problem solving skills

Tools

MS Word
Outlook
Excel

Job description

Transamerica is seeking a Registered Service Representative to excel in a remote call center environment. This role provides outstanding service to clients regarding retirement products, including answering inquiries and assisting with transactions.

The ideal candidate has a minimum of two years of customer service experience, strong communication skills, and a proactive approach to solving problems. The role offers a salary ranging between $48,000 - $53,000 annually and potential bonuses based on performance.

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Remote Retirement Services Specialist
Remote Retirement Services Specialist

Transamerica • United States

Remote
USD 48,000 - 53,000
Remote work environment
Remote Customer Care Specialist - Financial Services
Remote Customer Care Specialist - Financial Services

Transamerica • United States

On-site
USD 37,000 - 43,000
Pension Plan
401k Match
Employee Stock Purchase Plan
+6
Remote Retirement Plan Advisor
Remote Retirement Plan Advisor

Transamerica • United States

On-site
USD 48,000 - 95,000
Pension Plan
401(k) Match
Employee Stock Purchase Plan
+2
Remote Retirement Planning Advisor & Educator
Remote Retirement Planning Advisor & Educator

Aegon • United States

On-site
USD 66,000 - 80,000
Remote Retirement Services Specialist
Remote Retirement Services Specialist

Empower • United States

Remote
USD 41,000 - 58,000
Medical, dental, vision and life insurance
401(k) plan with company matching
Tuition reimbursement up to $5,250/year
+2
Remote Retirement Plan Advisor (401k)
Remote Retirement Plan Advisor (401k)

Transamerica Corporation • United States

Remote
USD 70,000 - 95,000
Health Insurance
401k Match
Tuition Reimbursement
Remote Retirement Plan Advisor | Full-Time + Bonuses
Remote Retirement Plan Advisor | Full-Time + Bonuses

Transamerica • United States

On-site
USD 70,000 - 95,000
Competitive pay
Bonus eligibility
401k match
+3
Remote Retirement Benefits Specialist
Remote Retirement Benefits Specialist

Alerus • Minnesota

On-site
USD 60,000 - 80,000
Remote Retirement Plan Advisor (FINRA Licensed)
Remote Retirement Plan Advisor (FINRA Licensed)

Transamerica • United States

On-site
USD 70,000 - 95,000
Pension Plan
401k Match
Medical Insurance
+1
Remote Retirement Services Specialist Bilingual
Remote Retirement Services Specialist Bilingual

Empower • United States

Remote
USD 39,000 - 55,000
Medical, dental, vision, and life insurance
401(k) plan with company match
Tuition reimbursement up to $5,250 per year
+2