Retirement Consolidation Spec - Education Rep (Remote)

Transamerica

15d • $41,000 - $45,000 • Remote

About The Position

Provide education on asset consolidation planning to active retirement plan participants, business partners and outside advisors.

Requirements

• Bachelor’s degree in a business field or equivalent experience
• One year of experience in the financial services industry
• Excellent customer service, interpersonal, and listening skills
• Written/verbal communication and presentation skills to provide information via phone, email, video, chat, etc.
• Proficiency using MS Office

Nice To Haves

• Knowledge of customer relationship management (CRM) such as Salesforce.com, and digital financial advice platforms

Responsibilities

• Contact new participants to employer retirement plans to provide education on asset consolidation.
• Follow-up with participants to explain plan options and forms required for plan enrollment.
• Handle rollover of small balance accounts and email transactions.
• Work with relationship managers and fulfillment analysts to initiate product requests.
• Assist participants with company not in good order (NIGO) checks to ensure deposited into employer plans.
• Collaborate with channel partners and act on referrals from the Customer Care Center regarding participants with consolidation and planning needs.
• Refer complex and high-profile clients to senior staff.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level