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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.
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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
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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.
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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