Transamerica · 7 hours ago
Retirement Consolidation Specialist I (Fully FINRA Licensed) (Work from Home)
United States
Full-time
Remote
Entry Level
$44K/yr - $47K/yr
2+ years expTransamerica is a financial services company committed to helping individuals achieve their best life through innovative solutions. The Retirement Consolidation Specialist I role involves providing education and advisory services on asset consolidation planning to retirement plan participants and collaborating with various partners to facilitate asset movements.
Financial ServicesImpact InvestingInsurance
Responsibilities
Collaborate with channel partners and act on referrals from the Customer Care Center regarding participants with consolidation and planning needs
Gather information through best interest interviews to understanding the participant’s situation and determine the best consolidation approach
Proactively reach out to new participants to Transamerica Employer plans. Educate on consolidation options and provide specialized assistance with plan enrollment
Hold retirement planning phone consultations with clients as requested
Partner with Regional Vice Presidents and Client Executives to facilitate the movement of terminated plan assets to Transamerica
Work with relationship managers and fulfillment analysts to initiate product requests
Qualification
Required
Bachelor's degree in a business field or equivalent experience
Experience as a retirement plan specialist or asset consolidation specialist, or two years of relevant financial services experience
FINRA Series 6 or 7
FINRA Series 63 (or obtain within six months of hire)
FINRA Series 65 or 66 (or obtain within six months of hire)
Customer service, interpersonal, and listening skills to communicate with customers and earn trust
Problem-solving and decision-making skills to select and recommend product solutions
Outstanding written/verbal communication and presentation skills
Knowledge of customer relationship management (CRM) such as Salesforce.com, and digital financial advice platforms
Proficiency using MS Office
Preferred
CRPC or CFP
Life license
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
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