This job has expired, please see additional jobs below
Retirement Plan Specialist
Transamerica US
Saint Petersburg, FL, United States
Job Details - this job has expired, please see similar jobs below
Job Family
Division Sales
Job Description Summary
Provides customers with education, guidance and transparency around retirement product solutions (i.e. Account Rollover & Retirement, Annuity, Term Life, Permanent Life). Staff at this level are learning products and handle routine inquiries. Receive instruction, guidance and direction from more senior analysts.
Responsibilities
• Learn all products in assigned specialty area, including awareness of competitive offerings and regulations.
• Explain and ensure customers understand product options for routine inquiries; make product recommendations.
• Identify if there are multi-product needs and connect customers to other product specialists.
• Work with relationship managers and fulfillment analysts to initiate product requests.
Qualifications
• Bachelor’s degree in a business related field or equivalent professional experience.
• FINRA Series 6 or 7, 63, 65 or 66, or obtain within six months.
• One year of experience in the financial services industry.
• Basic knowledge of financial products (related to assigned specialty area).
• Customer service, interpersonal and listening skills to effectively communicate with customers and earn trust.
• Problem-solving and decision-making skills to select and recommend product solutions.
• Written/verbal communication and presentation skills to provide information via phone, email, video, chat, etc.
• Proficiency using MS Office.
Preferred Qualifications
• Life License
• CFP and/or CRPC
• Knowledge of CRM (Salesforce.com) and digital financial advice platforms.
• Strong sales ability
• Excellent customer service skills
• Excellent communication skills
Our Culture:
At Transamerica we promote a Future Fit mindset. What is a Future Fit mindset?
• Acting as One fosters an environment of positive collaboration
• Accountability allows us to own the problem as well as the solution
• Agility inspires new ideas, innovation and challenges the status quo
• Customer Centricity encourages an above and beyond approach to our customer
Working Conditions
• Office/call center environment.
• Schedule may vary to fulfill service levels during hours of operation.
Why Work for Us
Total Rewards at Transamerica: It’s more than a paycheck.
Our comprehensive Total Rewards package is designed to help support you in many ways — throughout all stages of your life and career. We provide a competitive, market-driven program that encompasses base compensation, bonus potential, retirement, health and wellness benefits, learning and development opportunities, plus great employee perks. All designed with you in mind… to help you live your best life, grow personally and professionally - and feel valued for the work you do.
Learn more about our Total Rewards Package.
Equal Opportunity Employer:
Transamerica Life Insurance Company is an Equal Employment Opportunity employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws.
AEGON USA Realty Advisors, LLC, is an Equal Employment Opportunity/ Affirmative Action Employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws.
Applicants with physical or mental disabilities may be entitled to a form of reasonable accommodation under the Americans with Disabilities Act and certain state and local laws. A reasonable accommodation is a change in the way things are normally done which will insure equal employment opportunity without imposing undue hardship on the Transamerica Companies.
Ontario Applicants:
Our Company is committed to providing accessibility to those with disabilities in a manner that is consistent with the principles of independence, dignity, integration and equality of opportunity, that is in compliance with the Accessibility for Ontarians with Disabilities Act 2005 ("AODA").