Retirement Plan Specialist I – Financial Advisor/401k Participants

🔥 13 hours ago

🇺🇸 United States – Remote

💵 $48.5k - $53k / year

⏰ Full Time

🟢 Junior

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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Transamerica

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1904

💼 Consulting

🏥 Healthcare

💸 Finance

Consulting • Healthcare • Finance

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 the assigned specialty area, including competitive offerings and regulations • Provide customers with education, guidance, and transparency around retirement product solutions • Handle routine customer inquiries • Explain product options and ensure customer understanding • Make product recommendations • Identify multi-product needs and connect customers with other product specialists • Work with relationship managers and fulfillment analysts to initiate product requests • Learn products and receive instruction, guidance, and direction from senior analysts • Build relationships with customers and assist with their financial challenges • Work with ongoing warm leads rather than prospecting

🎯 Requirements

• FINRA Series 6, 63, and 65; or FINRA Series 7 and 66, held at time of hire • Bachelor’s degree in a business field or equivalent professional experience • 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 the assigned specialty area • Customer service, interpersonal, and listening skills • Problem-solving and decision-making skills • Written/verbal communication and presentation skills • Proficiency using MS Office • Preferred: CFP and/or CRPC • Preferred: Knowledge of CRM (Salesforce.com) and digital financial advice platforms • Schedule may vary to fulfill service levels during hours of operation

🏖️ Benefits

• Bi-weekly base salary • Monthly, quarterly, and annual bonuses • Sales and/or performance incentives • Annual Bonus based on the Company Bonus Plan/Individual Performance • Pension Plan • 401k Match • Employee Stock Purchase Plan • Tuition Reimbursement • Disability Insurance • Medical Insurance • Dental Insurance • Vision Insurance • Employee Discounts • Career Training & Development Opportunities • Paid Time Off starting at 160 hours annually in the first year of service • Ten (10) paid holidays per year • Be Well Company holistic wellness program, including Wellness Coaching and Reward Dollars • Fifteen (15) days of paid parental leave per calendar year for eligible employees with at least one year of service • 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 • Fully remote work-from-home arrangement