Transamerica

Retirement Plan Specialist I (Financial Advisor/401k Participants) (Remote)

Transamerica

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

A Retirement Plan Specialist at Transamerica provides education and guidance on retirement product solutions, handles routine inquiries, and collaborates with senior analysts to support customers.

Skills

Qualifications

Bachelor’s DegreeFINRA Series 6, 63, 65FINRA Series 7 and 66Life and Health LicensesOne Year Financial Services Experience
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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