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Transamerica · 5 months ago

Retirement Plan Specialist I (Work from Home)

United States

Full-time

Remote

Entry Level

$65K/yr - $95K/yr

1+ years exp

Transamerica is a financial services company that provides insurance, retirement, and investment solutions. They are looking for a Retirement Plan Specialist I to assist clients with their financial challenges, providing education and guidance on retirement product solutions while working remotely.

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

FINRA Series 6FINRA Series 63FINRA Series 65Bachelor's degreeLife licenseFinancial services experienceBasic financial product knowledgeCustomer service skillsMS Office proficiencyCRM knowledgeDigital financial advice platformsCFP certificationCRPC certificationInterpersonal skillsProblem-solving skillsWritten communication skillsVerbal communication skillsPresentation skills

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

College Coach 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

Glassdoor3.2

Transamerica is a private holding company that provides services for various life insurance companies and investment firms. It is a sub-organization of Aegon.

Founded in 1904

Cedar Rapids, Iowa, USA

5001-10000 employees