Help people plan smarter, retire stronger. As a Retirement Consolidation Specialist at Transamerica, you’ll guide clients through financial planning decisions that can change their futures.
✅ 100% remote (U.S.-based)
✅ Full-time retirement planning advisory role
🧠 Experience Level: 2+ years in financial services or retirement planning preferred
🔎 What You’ll Own:
• Educate participants on asset consolidation options and retirement plan enrollment
• Conduct best-interest interviews to assess needs and recommend appropriate solutions
• Partner with Customer Care, Regional VPs, and Client Executives to service clients
• Facilitate transfers and roll-ins of terminated plan assets to Transamerica
• Hold one-on-one retirement planning phone consultations
• Track participant activity and support enrollment through CRM tools like Salesforce
• Coordinate product fulfillment with internal teams
🧠 Must-Have Traits & Skills:
• Bachelor’s degree or equivalent financial services experience
• FINRA Series 6 or 7 (required)
• FINRA Series 63 and 65/66 (or willing to obtain within 6 months of hire)
• Excellent communication, presentation, and trust-building skills
• Strong problem-solving and decision-making abilities
• Proficiency in Microsoft Office and CRM systems (Salesforce preferred)
• Comfort working in a fast-paced, customer-first virtual environment
✨ Bonus If You Have:
• CRPC or CFP certification
• Active Life Insurance license
• Experience using digital financial advisory tools
💰 Compensation & Perks:
• Base Salary: $43,500 – $47,000/year
• Full-time remote flexibility with structured support
• Access to growth opportunities in a purpose-driven company
• Competitive benefits and retirement-focused culture
• Join a team that empowers everyday Americans to take control of their financial futures
🎯 Why It’s a Win:
You’ll help people make life-shaping financial choices while working in a modern, mission-driven environment. If you love helping others, solving complex problems, and navigating the retirement space—this is your moment.
✍️ Call to Action:
If you’re ready to guide clients with empathy, clarity, and financial expertise—Transamerica wants to hear from you. Apply today and help people live their best life, one retirement plan at a time.