Transamerica · 2 days ago
Retirement Plan Specialist I (Financial Advisor) (Remote)
United States
Full-time
Remote
Entry Level
$48K/yr - $53K/yr
1+ years expTransamerica is a leading financial services company that focuses on helping individuals achieve financial freedom. The Retirement Plan Specialist role involves providing education and guidance on retirement product solutions while working with clients to address their financial challenges.
Financial ServicesImpact InvestingInsurance
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
Qualification
Required
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 license (or obtain within 90 days)
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
CFP and/or CRPC
Knowledge of CRM (Salesforce.com) and digital financial advice platforms
Benefits
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
Company
Transamerica
Transamerica is a private holding company that provides services for various life insurance companies and investment firms. It is a sub-organization of Aegon.
5001-10000 employees
H1B Sponsorship
Transamerica has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (39)
2024 (33)
2023 (25)
2022 (52)
2021 (42)
2020 (46)
Funding
Current Stage
Late StageTotal Funding
unknown1999-02-19Acquired
Leadership Team
Will Fuller
Chief Executive Officer
Andrew Yorks
Chief Investment Officer
Recent News
2025-12-21
Company data provided by crunchbase