Retirement Plan Specialist I (financial Advisor) (work From Home)

Transamerica Corporation

Remote, US
Base: $48,500 - $53,000 annually; bonus/equity: el...
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Finra series 6, 63, and 65 or series 7 and 66
Work from home
Base salary plus bonuses
** Transamerica Corporation is hiring for a fully remote Retirement Plan Specialist I role, targeting experienced Financial Advisors or Retirement Professionals. The position offers a base salary along with performance-based bonuses, focusing on providing clients with education and guidance on retirement products. **

Job Summary

  • Provides customers with education, guidance and transparency around retirement product solutions.
  • Learn all products in assigned specialty area, including awareness of competitive offerings and regulations.
  • For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.

Matching Summary

Match Score: 75

** Transamerica Corporation is hiring for a fully remote Retirement Plan Specialist I role, targeting experienced Financial Advisors or Retirement Professionals. The position offers a base salary along with performance-based bonuses, focusing on providing clients with education and guidance on retirement products. **

Salary

Base: $48,500 - $53,000 annually; Bonus/Equity: Eligible for sales and/or performance incentives; Benefits: Pension Plan, 401k Match, Medical Insurance, Dental Insurance, Vision Insurance, Paid Time Off

Skills & Requirements

Must-have

  • FINRA Series 6, 63, and 65 or Series 7 and 66
  • Work from home
  • Base salary plus bonuses

Nice-to-have

  • Customer service and listening skills
  • Collaborative team environment
  • Positive work environment

Key Requirements

  • FINRA Series 6, 63, and 65; or FINRA Series 7 and 66
  • Life and Health licenses (required within 60 days of hire)
  • One year of experience in the financial services industry
  • Bachelor’s degree in a business field or equivalent professional experience

Work Rights

Not specified

Tailored Resume

Cover Letter