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 of 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. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them. We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. 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 June 1st and July 6th 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. Provides customers with education, guidance and transparency around retirement product solutions (i.e. Account Rollover & Retirement, Annuity, Term Life, Permanent Life). Staff at this level are learning products and handle routine inquiries. Receive instruction, guidance and direction from more senior analysts. Provides customers with education, guidance and transparency around retirement product solutions (i.e. Account Rollover & Retirement, Annuity, Term Life, Permanent Life). Staff at this level are learning products and handle routine inquiries. Receive instruction, guidance and direction from more senior analysts. Responsibilities Job Description 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 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 assigned specialt