Location: Birmingham, Alabama, USA
Category: Finance
Salary: 41,000 - 68,000 USD / yearly
Full-time
Join our team at Transamerica and help customers plan for their retirement by providing education and guidance on retirement product solutions.
Provide general product information to customers through various channels. Facilitate meetings with plan specialists. Document activities and provide support to the sales team.
Bachelor's degree in a business-related field or equivalent experience. FINRA Series 6 or 7, and 63 certifications required. Customer service skills and proficiency in MS Office.
Comprehensive benefits package including pension plan, 401k match, medical and dental insurance, employee discounts, and career training opportunities.
Join a company that values diversity and inclusion, offers a wide range of employee programs, and fosters a culture of giving back to the community.