Retirement Plan Specialist I (Financial Advisor) (Work from Home)

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Overview

Transamerica is hiring for the role of Retirement Plan Specialist I (Financial Advisor) in a fully remote capacity. This position is part of the company's internal sales team. Transamerica values hard work, innovative thinking, and personal accountability, offering an environment where employees can achieve a balance between their professional careers and personal lives.

About Transamerica

Transamerica has been a pioneer in the financial services industry for over a century, creating a legacy as one of the first companies in America to serve individuals from all walks of life. Presently, the organization is part of an international holding company, serving millions of clients worldwide with diverse solutions, including insurance, retirement, and investment products. The company prides itself on a commitment to empowering its diverse workforce, promoting collaboration, and striving to create conditions that enable all employees to perform at their best.

Job Description

As a Retirement Plan Specialist I, new hires will engage in providing clients education and guidance regarding various retirement product solutions. The primary responsibilities include:

• Learning and understanding the specific financial products associated with retirement planning.
• Explaining product options and providing recommendations to clients on routine inquiries.
• Collaborating with relationship managers to initiate product requests when necessary.

Candidates will be handling warm leads, which allows them to focus on relationship building without the pressure typically associated with commission-only roles. This reflects Transamerica's commitment to supporting and nurturing its clients' financial journeys in a non-competitive environment.

Required Qualifications

To be considered for this position, candidates must possess the following qualifications:

• A Bachelor’s degree in a relevant field or equivalent professional experience.
• Valid FINRA licenses: Series 6, 63, and 65; or Series 7 and 66.
• A minimum of one year of experience in the financial services industry.
• Basic understanding of financial products in relation to retirement planning.

Additional skills beneficial for candidates include exceptional customer service abilities, strong communication skills, proficiency in MS Office, and problem-solving skills. It's also preferred if candidates have CFP or CRPC certifications.

Compensation and Benefits

The total compensation package for the Retirement Plan Specialist I role is competitive, with estimates ranging from $65,000 to $95,000 per year. The salary generally varies between $48,500 and $53,000 annually, depending on qualifications and experience. In addition to the base salary, employees may be eligible for various incentives based on performance.

Transamerica also offers a comprehensive benefits package tailored to meet both personal and professional needs, including:

• Pension plans and a 401k match.
• Employee stock purchase plans and tuition reimbursement.
• Various insurance options (medical, dental, and vision).
• Paid time off starting at 160 hours annually along with 10 paid holidays.
• Wellness programs and parental leave.

Work Environment

The working conditions are remote, providing flexibility for employees to balance their work and personal life effectively. Schedules may vary but will accommodate the needs of service operations, indicating that employees might have shifts that align with meeting client demands within operational hours. This supports the company’s ethos of work-life balance, promoting an atmosphere where employees can thrive in their professional roles.

Diversity and Inclusion

Transamerica celebrates diversity and is committed to creating an inclusive workplace. Throughout its history, it has been honored for its commitment to diversity and inclusion initiatives, earning accolades on various platforms for its policies and practices. Employee Resource Groups (ERGs) are a significant aspect of the company’s culture, allowing individuals to connect over shared interests while appreciating the differences within the workforce.

Application Process

Interested candidates are encouraged to apply, especially if they seek a supportive environment that emphasizes personal and professional growth. It is essential to be cautious of scams; applicants should ensure they are responding to official channels and should never provide personal information upfront without verification of legitimacy.

Transamerica's focus on internal training and development ensures employees are continuously improving and adapting to the evolving financial landscape, making this an exciting opportunity for anyone wishing to pursue a career in financial advising while working remotely.

This job offer was originally published on himalayas.app