Advisor Service Consultant

Transamerica•Denver, CO

1d•Hybrid

About The Position

Partner with the Distribution team to enhance the post-sale advisor experience and provide ongoing advisor support. Cultivate and manage internal resources and relationships within an assigned territory to advance service outcomes and build advisor loyalty. At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them. We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.

Requirements

Associate's degree in finance, business or relevant field, or equivalent experience
Two years of financial call center experience, or one year working with group retirement plans
FINRA series 6 or 7, and 63 (or obtain within 18 months of hire)
Life license (or obtain within 18 months of hire)
Excellent written/oral communication and interpersonal skills
Strong analytical and problem-solving skills
Organizational skills to prioritize and meet service goals
Ability to handle diverse and complex requests under pressure of deadlines

Nice To Haves

Experience working with Transamerica
Knowledge of Transamerica retirement systems
Sales or customer service experience
Experience using Salesforce.com

Responsibilities

Respond to field advisor and Distribution team inquiries related to existing business.
Assist advisors with research and resolution of service escalations.
Work with advisors and plan sponsors to position and review existing plans (e.g. annual plan reviews, web based reports, web demos/functionality).
Support benchmarking, RFP, and plan changes.
Establish and maintain a thorough understanding of company products and internal/external processes to meet advisor needs.

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 (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