Retirement Plan Specialist I (Financial Advisor) (Remote)

Transamerica is excited to announce that we are expanding and looking for FINRA Licensed Advisors to join our team! The Retirement Plan Specialist role is fully remote. We offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.

Requirements

• FINRA Series 6, 63, and 65; OR Series 7 and 66
• Life license (or obtain within 90 days)
• One year of experience in the financial services industry
• Basic knowledge of financial products
• Customer service, interpersonal and listening skills
• Problem-solving and decision-making skills
• Written/verbal communication and presentation skills
• Proficiency using MS Office

Benefits

• Pension Plan
• 401k Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Employee Discounts
• Career Training & Development Opportunities
• Paid Time Off
• Ten paid holidays per year
• Be Well Company holistic wellness program
• Parental Leave
• Adoption Assistance
• Employee Assistance Program
• Back-Up Care Program
• PTO for Volunteer Hours
• Employee Matching Gifts Program
• Employee Resource Groups
• Inclusion and Diversity Programs
• Employee Recognition Program
• Referral Bonus Programs