Retirement Plan Specialist I (financial Advisor/401k Participants) (work from Home) usa only

About the role

Transamerica is seeking FINRA Licensed Advisors to join our team. Applications are being accepted for multiple openings for our September 8th and October 5th classes.

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.

Qualifications

• 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.

Benefits

• Compensation
• 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
• Parental Leave
• Adoption Assistance
• Employee Assistance Program
• Back-Up Care Program
• PTO for Volunteer Hours
• Employee Matching Gifts Program
• Employee Resource Groups
• Inclusion & Diversity Programs
• Employee Recognition Program
• Referral Bonus Programs

What We Offer

• Company-sponsored, employee-driven Employee Resource Groups (ERGs)
• Human Rights Campaign Corporate Equality Index recognition
• Best Companies for Working Parents recognition
• Top 75 Companies for Executive Women recognition
• Aegon Transamerica Foundation financial grants and volunteer efforts
• Climate change and inclusion and diversity initiatives