Retirement Plan Specialist I (Financial Advisor) (Remote)
Transamerica(1 month ago)
About this role
The Retirement Plan Specialist at Transamerica is a FINRA-licensed advisor role within the company's retirement and financial services business. This full-time position is fully remote and offers a bi-weekly base salary plus potential monthly, quarterly, and annual performance bonuses. The role is intended for candidates with required FINRA registrations and a background in financial services.
Required Skills
- Financial Products
- Customer Service
- Communication
- Problem Solving
- Decision Making
- Presentation Skills
- MS Office
- Salesforce
- Annuities
- Client Relations
Qualifications
- Bachelor’s Degree
- FINRA Series 6
- FINRA Series 63
- FINRA Series 65
- FINRA Series 7
- FINRA Series 66
- Life Insurance License
- CFP
- CRPC
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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