Retirement Plan Specialist I – Financial Advisor/401k Participants

🕒 May 9

🇺🇸 United States – Remote

💵 $48.5k - $53k / year

⏰ Full Time

🟢 Junior

💸 Financial Planning and Analysis (FP&A)

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Transamerica

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1904

💸 Finance

Finance • Insurance • Retirement

Transamerica is a financial services company that provides a diverse range of products and services, including life insurance, retirement planning, mutual funds, annuities, and employee benefits. It aims to help individuals plan for their financial future and live their best lives by offering research-based tools, education, and guidance. Transamerica works with institutions and advisors to deliver solutions and services designed to attend to the evolving needs of individuals and employers. They also focus on retirement security and investment management, emphasizing innovation and leadership in the financial industry.

📋 Description

• 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.

🎯 Requirements

• 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 • Preferred Qualifications • CFP and/or CRPC • Knowledge of CRM (Salesforce.com) and digital financial advice platforms

🏖️ Benefits

• Competitive Pay • Bonus for Eligible Employees • Benefits Package • Pension Plan • 401k Match • Employee Stock Purchase Plan • Tuition Reimbursement • Disability Insurance • Medical Insurance • Dental Insurance • Vision Insurance • Employee Discounts • Career Training & Development Opportunities • Health and Work/Life Balance Benefits • Paid Time Off starting at 160 hours annually for employees in their first year of service. • Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). • Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars • Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. • Adoption Assistance • Employee Assistance Program • Back-Up Care Program • PTO for Volunteer Hours • Employee Matching Gifts Program • Employee Resource Groups • Inclusion and Diversity Programs • Employee Recognition Program • Referral Bonus Programs