Retirement Plan Specialist I (Financial Advisor) (Remote)

Transamerica

101d • $48,500 - $53,000

About The Position

Transamerica is excited to announce that we are expanding and looking for FINRA Licensed Advisors to join our team! Now interviewing for multiple openings for our November 3rd and December 1st classes! The Retirement Plan Specialist role is fully remote! Are you an experienced Financial Advisor or Retirement Professional who is tired of prospecting and would love to work with ongoing warm leads, build relationships, and assist clients with their financial challenges? Do you wish that instead of a high pressure, commission-only position you could work from home 40 hours per week, receive a bi-weekly base salary PLUS monthly, quarterly, and annual bonuses? Then our team is what you are looking for! You must hold FINRA Series 6, 63, and 65; OR Series 7 and 66 at time of hire. Provides customers with education, guidance and transparency around retirement product solutions (i.e. Account Rollover & Retirement, Annuity, Term Life, Permanent Life). Staff at this level are learning products and handle routine inquiries. Receive instruction, guidance and direction from more senior analysts.

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 to be approved to do business in all states)
• Life license (or obtain within 90 days)
• 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

Nice To Haves

• CFP and/or CRPC
• Knowledge of CRM (Salesforce.com) and digital financial advice platforms

Responsibilities

• 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.

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
• College Coach 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
• Education Level: Bachelor's degree
• Number of Employees: 1,001-5,000 employees