Base: $41,000-$45,000; commission: eligible for sa...
Fully remote
Bachelor's degree in business field
One year financial services experience
Excellent customer service skills
Transamerica Corporation is seeking a Retirement Consolidation Specialist - Education Representative to provide education and support to retirement plan participants regarding asset consolidation. The ideal candidate will have a background in financial services and strong communication skills, working remotely while contributing to a culture that values diversity, collaboration, and personal accountability
Job Summary
The role involves contacting new participants to provide education on asset consolidation and explaining plan options.
Transamerica offers a comprehensive benefits package including medical insurance, dental, vision, and a 401k match.
Employees work collaboratively in a positive environment focused on helping people achieve financial freedom.
Matching Summary
Match Score: 85
Transamerica Corporation is seeking a Retirement Consolidation Specialist - Education Representative to provide education and support to retirement plan participants regarding asset consolidation. The ideal candidate will have a background in financial services and strong communication skills, working remotely while contributing to a culture that values diversity, collaboration, and personal accountability.
Salary
Base: $41,000-$45,000; Commission: Eligible for sales incentive plan; Total Estimate: $45,800-$55,000
Skills & Requirements
Must-have
Bachelor's degree in business field
One year financial services experience
Excellent customer service skills
Nice-to-have
Knowledge of Salesforce CRM
Experience with digital financial advice platforms