Note: The job is a remote job and is open to candidates in USA. Transamerica is a leading financial services company that focuses on helping individuals achieve financial freedom. The Retirement Plan Specialist role involves providing education and guidance on retirement product solutions while working with clients to address their financial challenges.
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
Skills
- 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
- CFP and/or CRPC
- Knowledge of CRM (Salesforce.com) and digital financial advice platforms
Benefits
- 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 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
- 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
Company Overview
Transamerica is a private holding company that provides services for various life insurance companies and investment firms. It is a sub-organization of Aegon. It was founded in 1904, and is headquartered in Cedar Rapids, Iowa, USA, with a workforce of 5001-10000 employees. Its website is http://www.transamerica.com.Company H1B Sponsorship
Transamerica has a track record of offering H1B sponsorships, with 39 in 2025, 33 in 2024, 25 in 2023, 52 in 2022, 42 in 2021, 46 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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