Retirement Plan Specialist - Education Rep - Work From Home

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.
Responsibilities

• Provide customers with education and transparency around distribution and product solutions available to facilitate the client’s decision-making.
• Document activities in Salesforce.com and other systems as required.
• 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.
• 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.
• 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.

Qualifications

• Basic knowledge of financial products
• FINRA Series 6 or 7, and 63 (required to be approved to do business in all states)
• Bachelor’s degree in a business-related field or equivalent experience
• Proficiency using MS Office
• One year of experience in the financial services industry
• Excellent written and oral communication and presentation skills.
• Customer service, interpersonal and listening skills to effectively communicate and earn trust.

Preferred Qualifications

• Knowledge of CRM (Salesforce.com) and digital financial advice platforms
• 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. **
• Previous outbound and inbound calling experience preferred

Total Compensation for this role is estimated to be $58,000 - $61,000 per year.
Base 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 guaranteed floor of $1250 each month for the first 12 months.
Working Conditions

• Work From Home