Retirement Plan Specialist I – Financial Advisor/401k Participants

🔥 1 minute 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

• Provide customers with education, guidance, and transparency around retirement product solutions, including account rollover and retirement, annuity, term life, and permanent life products • Learn all products in the assigned specialty area, including competitive offerings and regulations • Explain product options for routine inquiries and 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 • Handle routine customer inquiries under instruction and guidance from senior analysts • Work fully remotely from home 40 hours per week

🎯 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 at time of hire • 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 • CFP and/or CRPC preferred • Knowledge of CRM (Salesforce.com) and digital financial advice platforms preferred • Schedule may vary to fulfill service levels during hours of operation

🏖️ Benefits

• Competitive Pay • Bonus for Eligible Employees • 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 for employees in their first year of service • Ten (10) paid holidays per year • 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 • 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 • Sales and/or performance incentives • Annual Bonus based on the Company Bonus Plan/Individual Performance