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Retirement Plan Specialist I

Retirement Plan Specialist I

T
TransamericaFinancial services
Source API remote eligibility restrictions: United States; The Retirement Plan Specialist role is fully remote!Full-TimeEntry
SalaryTotal Compensation for this role is estimated to be $70,000 - $95,000 per year. The Salary for this position generally ranges between $48,500 - $53,000 annually. This position is currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents. Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.
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Job Details

Experience
One year of experience in the financial services industry
Required Skills
SalesforceMS OfficeCustomer service

Requirements

  • Hold FINRA Series 6, 63, and 65; or FINRA Series 7 and 66 at time of hire.
  • Obtain Life and Health licenses within 60 days of hire.
  • Have a bachelor’s degree in a business field or equivalent professional experience.
  • Have one year of experience in the financial services industry.
  • Have basic knowledge of financial products related to the assigned specialty area.
  • Demonstrate customer service, interpersonal, and listening skills.
  • Have problem-solving and decision-making skills to select and recommend product solutions.
  • Have written, verbal communication, and presentation skills for phone, email, video, and chat.
  • Be proficient using MS Office.
  • Work a schedule that may vary to fulfill service levels during hours of operation.
  • Preferred: CFP and/or CRPC.
  • Preferred: Knowledge of Salesforce.com CRM and digital financial advice platforms.

Responsibilities

  • Learn products in the assigned specialty area, including competitive offerings and regulations.
  • Explain product options to customers with routine inquiries and make product recommendations.
  • Identify customers’ multi-product needs and connect them with other product specialists.
  • Work with relationship managers and fulfillment analysts to initiate product requests.
  • Provide education and guidance on retirement product solutions, including account rollover and retirement, annuity, term life, and permanent life products.
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Total Compensation for this role is estimated to be $70,000 - $95,000 per year. The Salary for this position generally ranges between $48,500 - $53,000 annually. This position is currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents. Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.
Apply Now