Retirement Plan Specialist I – Financial Advisor/401k Participants
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Retirement Plan Specialist advising 401(k) participants on retirement and insurance products for Transamerica, a financial services company. Handling warm leads, recommendations, and customer education remotely.
Responsibilities:
- Learn all products in the assigned specialty area, including competitive offerings and regulations
- Provide customers with education, guidance, and transparency around retirement product solutions
- Handle routine customer inquiries
- Explain product options and ensure customer understanding
- Make product recommendations
- Identify multi-product needs and connect customers with other product specialists
- Work with relationship managers and fulfillment analysts to initiate product requests
- Learn products and receive instruction, guidance, and direction from senior analysts
- Build relationships with customers and assist with their financial challenges
- Work with ongoing warm leads rather than prospecting
Requirements:
- FINRA Series 6, 63, and 65; or FINRA Series 7 and 66, held at time of hire
- Bachelor’s degree in a business field or equivalent professional experience
- Life and Health licenses required within 60 days of hire
- One year of experience in the financial services industry
- Basic knowledge of financial products related to the assigned specialty area
- Customer service, interpersonal, and listening skills
- Problem-solving and decision-making skills
- Written/verbal communication and presentation skills
- Proficiency using MS Office
- Preferred: CFP and/or CRPC
- Preferred: Knowledge of CRM (Salesforce.com) and digital financial advice platforms
- Schedule may vary to fulfill service levels during hours of operation
Benefits:
- Bi-weekly base salary
- Monthly, quarterly, and annual bonuses
- Sales and/or performance incentives
- Annual Bonus based on the Company Bonus Plan/Individual Performance
- Pension Plan
- 401k Match
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Employee Discounts
- Career Training & Development Opportunities
- Paid Time Off starting at 160 hours annually in the first year of service
- Ten (10) paid holidays per year
- Be Well Company holistic wellness program, including Wellness Coaching and Reward Dollars
- Fifteen (15) days of paid parental leave per calendar year for eligible employees with at least one year of service
- Adoption Assistance
- Employee Assistance 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
- Fully remote work-from-home arrangement
Similar Jobs
Patient Financial Representative – Patient Accounting
Patient Financial Representative managing healthcare billing, claims, refunds, payments, and financial assistance. Supporting patients, payers, and hospital accounting operations for Memorial Health System.
FP&A Analyst
FP&A Analyst supporting budgeting, forecasting, and financial modeling for Influur’s AI-powered influencer marketing platform. Building models and reporting that inform board and investor decisions.
Research Budget Analyst
Research Budget Analyst reviewing clinical trial budgets and Medicare coverage for Baptist Health’s nonprofit healthcare system. Managing PeopleSoft research awards and projects with interdisciplinary teams.
FP&A Director – Maternity Cover
FP&A Director leading reporting, forecasting and financial steering for team.blue, a European digital services ecosystem serving SMBs. Owning group performance narrative and planning across multi-brand operations.
Director, Finance and Operations
Finance director managing $70M+ budgets, forecasting, and financial operations for Georgetown University’s Main Campus administrative units. Leading analysts and partnering with university stakeholders.
Finance Shared Services Intern
Finance intern supporting L3Harris’s Accounts Payable shared services operations. Processing invoices, resolving exceptions, and contributing to procure-to-pay process improvements.
Finance Shared Services Intern
Finance intern supporting L3Harris Technologies’ Accounts Payable shared services operations. Processing invoices, resolving exceptions, and assisting procure-to-pay and process improvement initiatives.
Finance Shared Services Intern
Finance intern supporting L3Harris Technologies’ accounts payable operations. Processing invoices, resolving exceptions, and contributing to procure-to-pay and process improvement projects.
Finance Shared Services Intern
Finance intern supporting L3Harris Technologies’ Accounts Payable operations. Processing invoices, resolving exceptions, and improving procure-to-pay processes.
Finance Shared Services Intern
Finance Shared Services Intern supporting L3Harris Accounts Payable operations. Processing invoices, resolving exceptions, and advancing procure-to-pay process improvements.
Finance Shared Services Intern
Finance Shared Services Intern supporting L3Harris Technologies’ Accounts Payable operations. Processing invoices, resolving exceptions, and improving procure-to-pay processes remotely.
Finance Shared Services Intern
Finance intern supporting L3Harris Technologies’ Accounts Payable operations. Processing invoices, resolving exceptions, and improving procure-to-pay processes.
Undergrad Intern – Finance
Finance intern completing strategic projects at Amgen, a biotechnology company serving patients with serious illnesses. Analyzing financial data and presenting recommendations to finance leaders.
Program Financial Analyst
Program Financial Analyst supporting CACI's SCOPES defense program. Managing budgets, forecasts, funding, invoices, and financial reporting for government operations.
Senior Director of Financial Planning, Analysis
Senior Director leading enterprise FP&A, forecasting, treasury, and M&A analysis for Detroit Defense. Supporting financial operations for a U.S. Government defense systems integrator.
Vendedor Digital, Ejecutivo Comercial Financiero
Vendedor digital comercializando soluciones financieras y de protección de Grupo Financiero Inbursa mediante canales digitales. Prospectando clientes, colocando operaciones y desarrollando cartera propia por comisiones.
Senior Finance Analyst, LATAM
Senior Finance Analyst managing LATAM accounting, controls, budgeting, and forecasting. Supporting a global ground transportation marketplace connecting operators with online retailers.
Senior Finance Analyst, APAC
Senior Finance Analyst managing accounting, payments, and reporting across Vietnam, Indonesia, and APAC. Supporting Distribusion’s global ground transportation marketplace and scalable finance processes.
Senior Finance Analyst, LATAM
Senior Finance Analyst managing LATAM accounting, controls, budgeting, and forecasting. Supporting Distribusion’s global ground transportation marketplace and partner payment operations.
Financial Planning and Performance Support Consultant
Support Consultant maintaining Empyrean’s banking profitability and planning solutions. Troubleshooting models, reporting, data, and calculations for financial institution clients.