Virtual Retirement Advisor (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

Provide a personalized experience to Transamerica customers in retirement transition to
make recommendations on investment and annuity products. Conduct best interest interviews to ensure appropriate recommendations and outcomes.

Job Description

Responsibilities

• Proactively reach out to terminated Transamerica retirement plan participants to discuss their retirement strategy and make recommendations on rollovers, in-plan advice services, and other financial products under a best interest standard

• Set virtual appointments with participants and hold appointments set by the Client Engagement Specialist

• Use Microsoft Teams to meet with clients virtually and engage them using video and a screen-shared presentation

• Recommend and implement investment strategies including managed investment strategies and annuity products where appropriate

• Position is fully remote; hours are flexible within business needs to connect with customers

• Work with company-provided fulfillment assistant to manage cases to completion

Qualifications

• Bachelor’s degree in a business field or equivalent experience

• Three years of experience in the financial services industry

• FINRA Series 6 or 7

• FINRA Series 63/65 or 66

• Knowledge of financial products (related to assigned specialty area)

• Excellent written/oral communication and presentation skills

• Writing skills for documentation and scripting

• Organizational skills and flexibility to manage multiple projects

• Proficiency using MS Office, particularly Excel and PowerPoint

Preferred Qualifications

• Experience presenting in front of large groups

• Background in retirement planning

• Two years in a sales role in financial services

• CRPC, CFP designations

Working Conditions

• Work from home environment
• Strictly limited travel

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.** 

Total Compensation for this role is estimated to be $85,000 - $92,000 per year.

The Salary for this position generally ranges between $62,000 - $65,00