Retirement Plan Specialist I (Financial Advisor) (Remote)

Transamerica

1d•Remote

About The Position

Transamerica is expanding and looking for FINRA Licensed Advisors to join their team. This role is fully remote and offers a bi-weekly base salary plus monthly, quarterly, and annual bonuses, moving away from a high-pressure, commission-only structure. The position involves working with ongoing warm leads, building relationships, and assisting clients with their financial challenges. 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, handle routine inquiries, and receive instruction 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.