Retirement Plan Specialist Education Representative at Transamerica - Birmingham, Alabama Retirement Plan Specialist Education Representative - Transamerica

Retirement Plan Specialist Education Representative

Transamerica

Location: Birmingham, Alabama, USA

Category: Finance

Salary: 41,000 - 68,000 USD / yearly

Full-time


Job Description

Join our team at Transamerica and help customers plan for their retirement by providing education and guidance on retirement product solutions.

Responsibilities

Provide general product information to customers through various channels. Facilitate meetings with plan specialists. Document activities and provide support to the sales team.

Qualifications

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.

Perks & Benefits

Comprehensive benefits package including pension plan, 401k match, medical and dental insurance, employee discounts, and career training opportunities.

Why Join Us?

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.