Retirement Plan Specialist I – Financial Advisor/401k Participants

🕒 il y a 1 mois

🇺🇸 États-Unis – Télétravail

💵 $48 500 - $53 000 / an

⏰ Temps Plein

🟢 Junior

💸 Planification et Analyse Financières (FP&A)

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Transamerica

Site WebLinkedInTous les Emplois

5001 - 10000 employés

Fondée en 1904

💸 Finance

Finance • Insurance • Retirement

Transamerica est une entreprise de services financiers qui offre une gamme diversifiée de produits et services, y compris l'assurance vie, la planification de la retraite, les fonds communs de placement, les rentes et les avantages sociaux des employés. Elle vise à aider les individus à planifier leur avenir financier et à vivre leur meilleure vie en proposant des outils, des formations et des conseils basés sur la recherche. Transamerica collabore avec des institutions et des conseillers pour fournir des solutions et des services conçus pour répondre aux besoins évolutifs des individus et des employeurs. Elle se concentre également sur la sécurité de la retraite et la gestion des investissements, en mettant l'accent sur l'innovation et le leadership dans l'industrie financière.

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.

🎯 Exigences

• 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

🏖️ Avantages

• 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