Retirement Plan Specialist I – Financial Advisor/401k Participants

Transamerica

. Learn all products in the assigned specialty area, including competitive offerings and regulations .

Posted 10/23/2026full-timeRemote • United StatesJunior💰 $48,500 - $53,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial products and customer service within the financial services industry, with a strong focus on retirement product solutions and effective communication skills.

Highest-signal resume keywords

FINRA Series 6FINRA Series 63FINRA Series 65Customer Service SkillsMS Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial Product KnowledgeProblem-Solving SkillsDecision-Making SkillsWritten Communication SkillsVerbal Communication Skills

Soft Skills

Interpersonal SkillsListening SkillsPresentation Skills

Tools & Technologies

Salesforce.comDigital Financial Advice Platforms

Certifications & Qualifications

Life Insurance LicenseHealth Insurance LicenseCFPCRPC

Industry Keywords

Financial Services IndustryRetirement ProductsCustomer EducationProduct RecommendationsMulti-Product Needs

Tech Stack

Tools & technologies

SFDC

About the role

Key responsibilities & impact

Learn all products in the assigned specialty area, including competitive offerings and regulations
Explain product options for routine inquiries and ensure customers understand them
Make product recommendations
Identify multi-product needs and connect customers to other product specialists
Work with relationship managers and fulfillment analysts to initiate product requests
Provide customers with education, guidance, and transparency around retirement product solutions
Handle routine customer inquiries under the instruction, guidance, and direction of senior analysts

Requirements

What you’ll need

Must hold FINRA Series 6, 63, and 65; OR Series 7 and 66 at time of hire
Bachelor’s degree in a business field or equivalent professional experience
Life and Health insurance license(s) as required by state(s), or obtain within 60 days of job entry date
One year of experience in the financial services industry
Basic knowledge of financial products related to the assigned specialty area
Customer service, interpersonal and listening skills
Problem-solving and decision-making skills
Written/verbal communication and presentation skills
Proficiency using MS Office
CFP or CRPC preferred
Knowledge of CRM (Salesforce.com) and digital financial advice platforms preferred

Benefits

Comp & perks

Bi-weekly base salary
Sales and/or performance incentives
Annual bonus based on the Company Bonus Plan/Individual Performance
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Paid Time Off starting at 160 hours annually for employees in their first year of service
Ten (10) paid holidays per year
Be Well Company holistic wellness program, including Wellness Coaching and Reward Dollars
Fifteen (15) days of paid parental leave per calendar year for eligible employees with at least one year of service
Adoption Assistance
Employee Assistance Program
Back-Up Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program
Employee Resource Groups
Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs