Retirement Plan Specialist I (Financial Advisor/401k Participants) (Remote) (Kelsey Harris)

Transamerica

18d•$70,000 - $95,000•Remote

About The Position

Transamerica is hiring FINRA-licensed advisors for a fully remote Retirement Plan Specialist role. The position provides customers with education, guidance, and transparency about retirement and other financial product solutions, including account rollovers and retirement products, annuities, term life, and permanent life. Specialists learn the products in their assigned area and handle routine customer inquiries, making product recommendations and connecting customers with other product specialists when customers have additional needs. The role receives instruction and direction from more senior analysts and works with relationship managers and fulfillment analysts to initiate product requests. The position is intended for an experienced financial advisor or retirement professional seeking to work with ongoing warm leads and build customer relationships rather than prospecting. The posting describes a 40-hour work week, bi-weekly base salary, and eligibility for monthly, quarterly, and annual incentives. Schedules may vary to meet service levels during operating hours. The role requires the specified FINRA licenses at hire and applicable Life and Health insurance licenses, or the ability to obtain them within 60 days of the job entry date.

Requirements

Bachelor’s degree in a business field or equivalent professional experience.
FINRA Series 6, 63, and 65, or FINRA Series 7 and 66, at time of hire.
Applicable Life and Health insurance license(s), or obtain them within 60 days of the job entry date.
One year of experience in the financial services industry.
Basic knowledge of financial products related to the assigned specialty area.
Customer service, interpersonal, and listening skills to communicate effectively with customers and earn trust.
Problem-solving and decision-making skills to select and recommend product solutions.
Written and verbal communication and presentation skills to provide information by phone, email, video, chat, and other channels.
Proficiency using MS Office.

Nice To Haves

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

Responsibilities

Learn products in the assigned specialty area, including competitive offerings and applicable regulations.
Explain product options to customers and ensure they understand them when responding to routine inquiries; make product recommendations.
Identify customers’ multi-product needs and connect them with other product specialists.
Work with relationship managers and fulfillment analysts to initiate product requests.

Benefits

Competitive pay.
Sales and/or performance incentives for eligible employees.
Annual bonus based on the Company Bonus Plan/individual performance, at the company’s discretion.
Pension plan.
401(k) match.
Employee stock purchase plan.
Tuition reimbursement.
Disability insurance.
Medical insurance.
Dental insurance.
Vision insurance.
Employee discounts.
Career training and development opportunities.
Paid time off starting at 160 hours annually for employees in their first year of service.
Ten paid holidays per year.
Be Well Company holistic wellness program, including wellness coaching and reward dollars.
Paid parental leave of 15 days per calendar year for eligible employees with at least one year of service.
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.