Retirement Plan Specialist, Education Rep (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 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,  visit www.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

Now interviewing for our next New Hire Class - June 3rd!
You must hold Series 6, or 7, and 63 at time of hire.

You will focus on providing clients with education around distribution options and retirement product solutions via phone. You will build the path to an enhanced client experience and explore ways we can deepen and expand the relationship we have with our clients.

Job Description

Responsibilities

• Provide general product information to customers making inquiries via phone, email, video, chat, etc.
• Determine customer interests and facilitate meetings with plan specialists or advisors. 
• Promptly address requests to ensure a good customer experience.
• Learn all products and features, including applicable regulations, for an assigned specialty area.
• Document activities in Salesforce.com and other systems as required.
• Provide operational and administrative support to the Advice Center sales team.

Qualifications

• Bachelor’s degree in a business related field or equivalent experience
• FINRA Series 6 or 7, and 63 (required to be approved to do business in all states)
• One year of experience in the financial services industry
• Basic knowledge of financial products
• Customer service, interpersonal and listening skills to effectively communicate and earn trust
• Excellent written and oral communication and presentation skills
• Proficiency using MS Office

Preferred Qualifications

• Life license
• Knowledge of CRM (Salesforce.com)

Working Conditions

• Remote environment

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.** 

The Salary for this position generally ranges between $41,000 - $45,000 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.