Retirement Plan Specialist I (Work from Home)
73% Flex- Remote from:United States
Retirement Plan Specialist I (Work from Home)
Offer summary
Qualifications: Bachelor's degree in business or equivalent, FINRA license: Series 6, 63 ,65 or 7, 66, 1 year financial services experience, Customer service and problem-solving skills, Proficiency in MS Office.
Key responsabilities:
- Become knowledgeable on retirement plans
- Advise clients on retirement strategies
- Build client relationships and trust
- Provide investment and planning advice
- Maintain records and implement financial strategies
Transamerica
Financial ServicesXLargeaboutTransamerica
Job description
Your missionsJob Family
Internal SalesAbout Us
At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential unleashed by leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.
Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.
Transamerica is a part of Aegon, an integrated, diversified, international financial services group. The Aegon companies employ over 21,500 people and have approximately 31.7 million customers.* For more information, visit www.transamerica.com.
Who We Are
Transamerica has been making financial services available to the many, not just the few, for more than 100 years. We’re a leading provider of life insurance, retirement, and investment solutions, serving millions of customers throughout the United States. Transamerica’s dedicated professionals focus on helping people live their best lives through saving, investing, and protecting their loved ones. Transamerica is dedicated to building America’s leading middle market life insurance and retirement company, providing a broad range of quality individual life insurance policies, workplace supplemental insurance benefits, workplace retirement plans, individual retirement accounts, and investment products, including mutual funds, annuities, stable value solutions, as well as investment management services.
What We Do
Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, and Employee Benefits), which are supported by Transamerica Corporate (Corporate Development; Finance; Internal Audit; Legislative, Regulatory & Policy; Office of the CEO; People and Places; Brand; Corporate Affairs; Risk; and Technology).
Job Description Summary
Transamerica is excited to announce that we are expanding and looking for FINRA Licensed Advisors to join our team!Now interviewing for multiple openings for our May 6th and June 3rd classes!
How long is your commute?
The Retirement Plan Specialist role is fully remote!
Are you an experienced Financial Advisor or Retirement Professional who is tired of prospecting and would love to work with ongoing warm leads, build relationships, and assist clients with their financial challenges?
Do you wish that instead of a high pressure, commission-only position you could work from home 40 hours per week, receive a bi-weekly base salary PLUS monthly, quarterly, and annual bonuses?
Then our team is what you are looking for!
You must hold FINRA Series 6, 63, and 65; OR Series 7 and 66 at time of hire.
Job Description
Advice Center hours are 7:00am CST to 7:00pm CST Monday through Friday. Shifts are 8 hours with overtime available. You must be available and willing to work until 7:00pm CST 2 days during the week.
What you will do:
You will serve as a trusted advisor to the participants of Transamerica’s expansive book of qualified retirement accounts from Transamerica’s employer sponsored plans, helping participants to understand their options with their qualified savings, assisting them in setting goals, calculating exactly what it will take to achieve those goals, and implementing the plan.
What you will learn:
You will be working with an experienced and results-oriented team of financial professionals utilizing modern technology to solve individual retirement challenges of our plan participants. You will work in an environment that offers continuous personal and professional development to craft your skills as a consummate fiduciary that will personally embark on a journey to retirement success with thousands of Transamerica’s clients.
Responsibilities
- Become fully fluent and competent with respect to all issues related to qualified retirement plans and how they operate, what their advantages and limitations are
- Advise clients of their options in regard to their retirement planning
- Build trusting relationships with individual clients, helping them to articulate what their own success looks like and what the rewards of their success will be
- Provide planning and advice regarding clients’ investment and retirement strategy
- Work with a dedicated assistant to attend to the necessary administrative work associated with financial transactions, and successfully fund at least 15-20 accounts monthly
- Maintain a constant pipeline of clients to close continual business throughout the month
- Develop and review a personal business plan to remain on track to hit targeted production goals
- Collaborate with partners setting your appointments for you and taking referrals sent by the customer contact center for existing participants with planning needs
- Maintain a detailed series of records using the CRM platform Salesforce
- Work with partners in the company to implement specialized financial strategies and products where appropriate
- Advance to a role where a book of business is fully retained and accumulating trail commissions are paid on advisory accounts
Qualifications
- Bachelor’s degree in a business- related field or equivalent professional experience.
- FINRA Series 6, 63, and 65; or FINRA Series 7 and 66 (required to be approved to do business in all states
- One year of experience in the financial services industry
- Basic knowledge of financial products (related to assigned specialty area)
- Customer service, interpersonal and listening skills to effectively communicate with customers and earn trust
- Problem-solving and decision-making skills to select and recommend product solutions
- Written/verbal communication and presentation skills to provide information via phone, email, video, chat, etc
- Proficiency using MS Office
Preferred Qualifications
- Life License
- CFP and/or CRPC
- Knowledge of CRM (Salesforce.com) and digital financial advice platforms
Working Conditions
- Remote environment
Compensation
**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.**
Total Compensation for this role is estimated to be $65,000 - $95,000 per year.
The Salary for this position generally ranges between $46,000 - $50,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.
This position is currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents.
This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.
What We Offer
For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.
Compensation Benefits
Competitive Pay
Bonus for Eligible Employees
Benefits Package
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Health and Work/Life Balance Benefits
Paid Time Off starting at 160 hours annually for employees in their first year of service.
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
Adoption Assistance
Employee Assistance Program
College Coach Program
Back-Up Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program
Employee Resource Groups
Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs
Peer Recognition Program (BRAVO)
* As of December 31, 2022
Inclusion & Diversity
We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.
To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.
Giving Back
We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.
https://www.transamerica.com/why-transamerica/aegon-transamerica-foundation
Transamerica’s Parent Company
Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 29.5 million people across the globe. It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.
Required profile
- Client-focused advisory approach
- Effective communication and relationship building
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