Retirement Consolidation Specialist I (Financial Advisor) (Work from Home)
Transamerica(1 month ago)
About this role
A Retirement Plan Consolidation Specialist at Transamerica provides education and advisory services to retirement plan participants, business partners, and outside advisors to support asset consolidation and retirement planning. The role focuses on helping participants understand consolidation options, onboarding new plan participants, and supporting Transamerica employer plans. It operates in a remote field/travel environment.
Required Skills
- Asset Consolidation
- Retirement Planning
- Customer Service
- Relationship Management
- CRM
- Salesforce
- Communication
- Presentation
- Problem Solving
- MS Office
Qualifications
- Bachelor's Degree
- FINRA Series 6 or 7
- FINRA Series 63
- FINRA Series 65 or 66
- CRPC
- CFP
- Life License
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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