About this role
Retirement Planning Consultant I at Transamerica. Location: United States. Role: conduct meetings, educate participants, manage relationships Requirements: Three years of financial services experience; FINRA licenses (6/7 and 63); RPA/CRPC or higher certs preferred; Bachelor's degree; strong communication and presentation skills. Category: Sales Seniority: Mid Level Tools: FINRA, Salesforce, Microsoft Office Certifications: finra series 6, finra series 7, finra series 63, rpa, crpc, cfp Commitment: Full Time Workplace: Remote Languages: English