Transamerica

Retirement Consolidation Specialist I (Fully licensed)

Transamerica

9 days ago
Remote
Full Time
Junior
0 applicants
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Transamerica
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About this role

A Retirement Planning Specialist at Transamerica provides education and advisory services on asset consolidation planning to retirement plan participants, business partners, and outside advisors.

Skills

Qualifications

Bachelor’s degree in a business field or equivalent experienceFINRA Series 6 or 7FINRA Series 63FINRA Series 65 or 66
Transamerica

About Transamerica

transamerica.com

Let Transamerica help you live your best life and build financial security. Explore our customizable life insurance, retirement, and investment solutions.

About Transamerica

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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