Transamerica Corporation is seeking a fully licensed Retirement Consolidation Specialist I to provide advisory services on asset consolidation planning to retirement plan participants. The role involves collaborating with partners, assisting clients with retirement planning, and requires relevant financial services experience and licenses
Job Summary
The role involves providing education and advisory services on asset consolidation planning to active retirement plan participants.
Transamerica offers a comprehensive benefits package including medical insurance, dental coverage, and a 401k match.
Employees work in a positive environment focused on helping people create financial freedom to live life on their terms.
Matching Summary
Match Score: 85
Transamerica Corporation is seeking a fully licensed Retirement Consolidation Specialist I to provide advisory services on asset consolidation planning to retirement plan participants. The role involves collaborating with partners, assisting clients with retirement planning, and requires relevant financial services experience and licenses.
Salary
Base: $43,500 - $47,000 annually; Bonus/Equity: Eligible for Annual Bonus and sales/performance incentives; Benefits: Comprehensive package including pension, 401k match, and paid time off
Skills & Requirements
Must-have
Asset consolidation planning expertise
Retirement plan participant education
Best interest interview skills
Nice-to-have
Collaborative team environment
Diverse workforce appreciation
Customer trust building
Key Requirements
Bachelor's degree in business or equivalent experience
FINRA Series 6 or 7 license required
FINRA Series 63, 65, or 66 license (or obtain within six months)
Two years of relevant financial services experience