Retirement Plan Specialist I (Financial Advisor/401k Participants) (Remote)
Transamerica
Job Family
Internal Sales
About Us
At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. 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.
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.
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.
It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* 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?
Provides customers with education, guidance and transparency around retirement product solutions (i.e. Account Rollover & Retirement, Annuity, Term Life, Permanent Life). Explain and ensure customers understand product options for routine inquiries; 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.
Bachelor’s degree in a business field or equivalent professional experience
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
Written/verbal communication and presentation skills to provide information via phone, email, video, chat, etc.
Proficiency using MS Office
Knowledge of CRM (Salesforce.com) and digital financial advice platforms
Remote (Field/Travel) Environment
Schedule may vary to fulfill service levels during hours of operation
This position is currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents.
Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.
never
request personal information such as ID or payment for equipment upfront.
For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.
Bonus for Eligible Employees
Pension Plan
~Employee Stock Purchase Plan
~ Tuition Reimbursement
~ Disability Insurance
~ Medical Insurance
~ Dental Insurance
~ Career Training & Development Opportunities
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
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.
Employee Assistance Program
Inclusion and Diversity Programs
Referral Bonus Programs
Inclusion & Diversity
We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.
To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.
Thats why we created the
Aegon Transamerica Foundation
in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.
Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose:
Helping people live their best lives.
As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.
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Reference: 4487_21606687