Retirement Plan Specialist I (Financial Advisor/401k Participants) (Work from home)

About the Role

Transamerica is expanding and looking for FINRA Licensed Advisors to join our team. The Retirement Plan Specialist role is fully remote. This position offers the opportunity to work with ongoing warm leads, build relationships, and assist clients with their financial challenges, with a bi-weekly base salary plus monthly, quarterly, and annual bonuses.

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

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 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

Preferred Qualifications

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

Compensation

Total Compensation for this role is estimated to be $70,000 - $95,000 per year. The Salary for this position generally ranges between $48,500 - $53,000 annually. This position is currently eligible for sales and/or performance incentives, and is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance at the Company's discretion.

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 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