Retirement Consolidation Specialist I (fully Licensed)

Transamerica Corporation

Remote
Base: $43,500 - $47,000 annually; bonus/equity: el...
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Retirement plan participant education
Asset consolidation strategies
Financial services experience
** Transamerica Corporation is seeking a fully licensed Retirement Consolidation Specialist I to provide education and advisory services on asset consolidation planning, primarily for active retirement plan participants. The role is remote and requires a bachelor's degree, relevant financial services experience, and various FINRA licenses. **

Job Summary

  • Provide education and advisory services on asset consolidation planning to active retirement plan participants, business partners, and outside advisors.
  • Collaborate with channel partners and act on referrals from the Customer Care Center regarding participants with consolidation and planning needs.
  • 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 seeking a fully licensed Retirement Consolidation Specialist I to provide education and advisory services on asset consolidation planning, primarily for active retirement plan participants. The role is remote and requires a bachelor's degree, relevant financial services experience, and various FINRA licenses. **

Salary

Base: $43,500 - $47,000 annually; Bonus/Equity: Eligible for Annual Bonus and sales/performance incentives; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Retirement plan participant education
  • Asset consolidation strategies
  • Financial services experience
  • Customer relationship management

Nice-to-have

  • Collaborative team environment
  • Focus on customer well-being
  • Innovative thinking and accountability

Key Requirements

  • FINRA Series 6 or 7
  • FINRA Series 63 (or obtain within six months)
  • FINRA Series 65 or 66 (or obtain within six months)
  • Bachelor's degree or equivalent experience
  • Two years of relevant financial services experience

Work Rights

Not specified

Tailored Resume

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