Retirement Plan Specialist I (Financial Advisor) (Work from Home)
Transamerica(1 month ago)
About this role
Transamerica is hiring FINRA-licensed Retirement Plan Specialists to join a fully remote internal sales team focused on retirement and insurance solutions. The role is targeted to advisors who prefer working with warm leads and offers a bi-weekly base salary plus performance-based bonuses and benefits. Candidates must hold required FINRA licenses and a life insurance license.
Required Skills
- Customer Service
- Interpersonal Skills
- Listening
- Problem Solving
- Decision Making
- Communication
- Presentation Skills
- MS Office
- Salesforce
- Financial Products
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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