About The Position
Transamerica is expanding and looking for FINRA Licensed Advisors to join their team. This role is fully remote and offers the opportunity to work with ongoing warm leads, build relationships, and assist clients with their financial challenges. Instead of a high-pressure, commission-only position, this role offers a 40-hour work week with a bi-weekly base salary plus monthly, quarterly, and annual bonuses. The Retirement Plan Specialist provides customers with education, guidance, and transparency around retirement product solutions such as Account Rollover & Retirement, Annuity, Term Life, and Permanent Life. Staff at this level are learning products and handle routine inquiries, receiving instruction and guidance from more senior analysts.
Requirements
- FINRA Series 6, 63, and 65; OR FINRA Series 7 and 66 (required to be approved to do business in all states)
- 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 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
- Paid Time Off starting at 160 hours annually
- Ten (10) paid holidays per year
- Wellness Coaching and Reward Dollars
- Parental Leave – fifteen (15) days of paid parental leave per calendar year
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
