Retirement Consolidation Specialist I (Fully FINRA Licensed) (Work from Home)

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

Provide education and advisory services on asset consolidation planning to active retirement plan participants, business partners, and outside advisors.

Job Description

Responsibilities

• Collaborate with channel partners and act on referrals from the Customer Care Center regarding participants with consolidation and planning needs.
• Gather information through best interest interviews to understanding the participant’s situation and determine the best consolidation approach.
• Proactively reach out to new participants to Transamerica Employer plans. Educate on consolidation options and provide specialized assistance with plan enrollment.
• Hold retirement planning phone consultations with clients as requested.
• Partner with Regional Vice Presidents and Client Executives to facilitate the movement of terminated plan assets to Transamerica.
• Work with relationship managers and fulfillment analysts to initiate product requests.

Qualifications

• Bachelor’s degree in a business field or equivalent experience
• Experience as a retirement plan specialist or asset consolidation specialist, or two years of relevant financial services experience
• FINRA Series 6 or 7
• FINRA Series 63 (or obtain within six month