transamerica

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

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At a Glance

Location
Work From Home, United States
Employment
Full time
Compensation
tion generally ranges between $48,500 - $53,000 annually. This range is an es
Posted
2026-07-13

Key Requirements

Required Skills

CRMMicrosoft OfficeSalesforce

Domain Knowledge

  • Education
  • Finance

Benefits & Perks

Health Insurance

isability Insurance Medical Insurance Dental Insurance Vision Insurance Emplo

Requirements

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.

FINRA Series 6, 63, and 65; or FINRA Series 7 and 66 (required to be approved to do business in all states)

One year of experience in the financial services industry

Compensation & Benefits

**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.**

The Salary for this position generally ranges between $48,500 - $53,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

This position is currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents.

Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.

#LI-KB1

Responsibilities

Transamerica is excited to announce that we are expanding and looking for FINRA Licensed Advisors to join our team!

Are you an experienced Financial Advisor or Retirement Professional who is tired of prospecting and would love to work with ongoing warm leads, build relationships, and assist clients with their financial challenges?

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.

About the Company

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.

Ultimately, we

appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment

— one

focused on helping

people look forward and plan for the best life possible while