Retirement Consolidation Spec - Education Rep (Remote)
Transamerica(10 days ago)
About this role
The role involves providing education and support to participants of employer retirement plans regarding asset consolidation, plan options, and account rollovers. It requires engaging with clients and internal teams to facilitate asset management and planning activities. The position offers an opportunity to work remotely within a company dedicated to helping individuals secure their financial futures.
Required Skills
- Customer Service
- Retirement Planning
- Financial Advice
- MS Office
- Communication
Qualifications
- Bachelor's Degree in Business or Equivalent
- 1 Year Experience in Financial Services
About Transamerica
transamerica.comLet Transamerica help you live your best life and build financial security. Explore our customizable life insurance, retirement, and investment solutions.
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