Job Description
Retirement Plan Specialist – Education Rep – Work from Home
locations
Work From Home, USA
time type
Full time
job requisition id
R20048877
Job Family
Internal Sales
Who We Are
Transamerica has been helping people feel better about the future for more than 100 years. We provide investment, retirement, and life insurance solutions to more than 11 million customers throughout the U.S. But the way we see it, our responsibility goes beyond our clients’ accounts. We’re in the business of helping people live well and empowering them to create a better tomorrow through the financial and health-related habits they form today. We help people prepare by providing solutions that consider the whole picture.
What We Do
Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, Employee Benefits, and Financial Assets), which are supported by Transamerica Corporate (Corporate Development; Finance; Internal Audit; Legislative, Regulatory & Policy; Office of the CEO; People, Places & Brand; Risk; and Technology).
Job Description Summary
You will focus on providing clients with education around distribution options and retirement product solutions via phone. You will build the path to an enhanced client experience and explore ways we can deepen and expand the relationship we have with our clients.
Job Description
Responsibilities
- You will help retirement plan participants to understand their options with their qualified savings
- Staff at this level are learning products and handle routine inquiries. Receive instruction, guidance, and direction from advisors and leadership.
- Provide customers with education and transparency around distribution and product solutions available to facilitate the client’s decision-making.
- Learn all products and features, including applicable regulations, for an assigned specialty area
- Deepen customer relationships with Transamerica by identifying opportunities for multi-product/service solutions and connect clients to other product specialists.
- Be available for warm referrals from our Customer Care Center and conduct one-on-one meetings by phone to assist clients with retirement plan questions and provide information on product options.
- Document activities in Salesforce.com and other systems as required.
Qualifications
- Bachelor’s degree in a business-related field or equivalent experience
- FINRA Series 6 or 7, and 63 (required to be approved to do business in all states)
- One year of experience in the financial services industry
- Basic knowledge of financial products
- Customer service, interpersonal and listening skills to effectively communicate and earn trust.
- Excellent written and oral communication and presentation skills.
- Proficiency using MS Office
Preferred Qualifications
- Knowledge of CRM (Salesforce.com) and digital financial advice platforms
- Previous outbound and inbound calling experience preferred
**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules. It is estimated based on what a successful Colorado applicant might be paid. It assumes that the successful candidate will be in Colorado or perform the position from Colorado. Similar positions located outside of Colorado will not necessarily receive the same compensation. **
Compensation:
The salary for this position ranges from $41,000 to $44,000 annually. This rate is based on potential employee qualifications, operational needs and other considerations permitted by law. The rate may vary above and below the stated amount, as permitted by Colorado Equal Pay Transparency Rule 4.1.2.
Bonus Eligibility:
This position is also typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion at a rate of 5%.
Commissions:
This position may be eligible to earn commissions based on applicable sales incentive plan(s). All details pertaining to the calculation and payment of those commissions are available in the individual provisions of the sales incentive plan that applies.
This role provides a base salary along with a guaranteed floor of $1250 each month for the first 12 months.
Working Conditions
- Work From Home
What We Offer
For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.
Compensation Benefits
- Competitive Pay
- Bonus for Eligible Employees
Benefits Package
- Pension Plan
- 401k Match
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Employee Discounts
- Career Training & Development Opportunities
Health and Work/Life Balance Benefits
- Paid Time Off starting at 160 hours annually for employees in their first year of service.
- Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
- Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
- Parental Leave fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
- Adoption Assistance
- Employee Assistance Program
- College Coach Program
- Back-Up Care Program
- PTO for Volunteer Hours
- Employee Matching Gifts Program
- Employee Resource Groups
- Inclusion and Diversity Programs
- Employee Recognition Program
- Referral Bonus Programs
- Peer Recognition Program (BRAVO)