About this role
Retirement Plan Specialist I (Financial Advisor/401k Participants) (Remote) at Transamerica. Location: United States. Role: educating customers, recommending products, initiating requests Requirements: FINRA Series 6/63/65 or Series 7/66 required, life & health license within 60 days, bachelor’s in business or equivalent experience, 1+ year financial services experience, MS Office proficiency, strong communication and problem-solving skills. Category: Sales Seniority: Entry Level Tools: Microsoft Office, Salesforce.com Certifications: series 6, series 63, series 65, series 7, series 66, life and health, cfp, crpc Commitment: Full Time Workplace: Remote Languages: English