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Retirement Plan Specialist I (Work from Home)

Remote: 
Full Remote
Contract: 
Salary: 
65 - 95K yearly
Experience: 
Junior (1-2 years)
Work from: 

Offer summary

Qualifications:

Bachelor’s degree in a business field or equivalent professional experience, FINRA Series 6, 63, and 65; or FINRA Series 7 and 66 required, Life insurance license or obtain within 90 days, One year of experience in financial services, Basic knowledge of financial products.

Key responsabilities:

  • Learn all products in assigned specialty area including competitive offerings and regulations.
  • Explain product options to customers and make recommendations.
  • Identify multi-product needs and connect customers with product specialists.
  • Work with relationship managers to initiate product requests.
Aegon Asset Management logo
Aegon Asset Management Investment Management Large https://www.aegonam.com/
1001 - 5000 Employees
See more Aegon Asset Management offers

Job description

Job Family

Internal Sales

About 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,  visitwww.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 November 4th and December 2nd 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

Responsibilities

  • Learn all products in assigned specialty area, including awareness of competitive offerings and regulations.
  • Explain and ensure customers understand product options for routine inquiries; make product recommendations.
  • Identify if there are multi-product needs and connect customers to other product specialists.
  • Work with relationship managers and fulfillment analysts to initiate product requests.

Qualifications

  • Bachelor’s degree in a business 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)
  • Life license (or obtain within 90 days)
  • 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

  • CFP and/or CRPC
  • Knowledge of CRM (Salesforce.com) and digital financial advice platforms

Working Conditions

  • Office or hybrid office/remote environment
  • Schedule may vary to fulfill service levels during hours of operation

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.

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. 

 

 

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

Experience

Level of experience: Junior (1-2 years)
Industry :
Investment Management
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Listening Skills
  • Decision Making
  • Relationship Management
  • Social Skills
  • Customer Service
  • Non-Verbal Communication
  • Microsoft Office
  • Problem Solving

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