Retirement Plan Specialist / Financial Advisor

Location
St. Paul, MN
Salary
Info upon request
Posted
March 21 2019
Ref
R20018065

Are you an experienced Financial Advisor or Retirement Professional who is tired of prospecting and would love to work with ongoing, warm leads, building relationships, and assisting clients with their financial challenges? Do you wish that instead of a high pressure, commission only position, you could work in a comfortable office for 40 hours a week, receive an ongoing salary PLUS monthly, quarterly, and annual bonuses?


If your answer is yes, we are looking for you!

What You Will Do:

You will serve as a trusted advisor to the participants of Transamerica’s expansive book of qualified retirement accounts from Transamerica’s employer sponsored plans, helping participants to understand their options with their qualified savings, assisting them in setting goals, calculating exactly what it will take to achieve those goals, and implementing the plan.

What You Will Learn: You will be working with an experienced and results-oriented team of financial professionals utilizing modern technology to solve individual retirement challenges of our plan participants. You will work in an environment that offers continuous personal and professional development to craft your skills as a consummate fiduciary that will personally embark on a journey to retirement success with thousands of Transamerica’s clients.

What Success Looks Like:

  • Become fully fluent and competent with respect to all issues related to qualified retirement plans and how they operate, what their advantages and limitations are
  • Advise clients of their options in regard to
  • Build trusting relationships with individual clients, helping them to articulate what their own success looks like and what the rewards of their success will be
  • Provide comprehensive planning and advice regarding clients’ investment and retirement strategy
  • Work with a dedicated assistant to attend to the necessary administrative work associated with financial transactions, and successfully fund at least 15-20 accounts monthly
  • Maintain a constant pipeline of clients to close continual business throughout the month
  • Develop and review a personal business plan to remain on track to hit targeted production goals
  • Collaborate with partners setting your appointments for you and taking referrals sent by the customer contact center for existing participants with planning needs
  • Maintain a detailed series of records using the CRM platform Salesforce
  • Work with partners in the company to implement specialized financial strategies and products where appropriate
  • Advance to a role where a book of business is fully retained and accumulating trail commissions are paid on advisory accounts

What You Need:

  • Bachelor's degree in a business related field or equivalent professional experienced
  • FINRA Series 6 or 7 license at time of application, and a Series 63 and 65, or 66, or obtain within six months
  • One year of experience in the financial services industry
  • Basic knowledge of financial products (related to assigned specialty area)
  • Customer service, interpersonal and listening skills to effectively communicate with customers and earn trust
  • Problem-solving and decision-making skills to select and recommend product solutions
  • Written/verbal communication and presentation skills to provide information via phone, email, video, chat,  etc.
  • Proficiency using MS office

What You Receive:

A Comprehensive Wealth + Health package.  It’s our passion to empower people, and especially our employees, to add years to their lives and more life to their years.  That means a healthy account balance and a healthy body to match.  As you’ll come to discover, Wealth + Health is a central part of everything we do!

Wealth Benefits:

  • Hourly salary plus overtime
  • Uncapped monthly incentive compensation bonus
  • Quarterly and annual bonus eligibility
  • Benefits Package 
  • Pension Plan
  • 401k Match
  • Employee Stock Purchase Plan
  • Tuition Reimbursement
  • Disability Insurance
  • Stock Purchase Plan
  • Employee Discounts
  • Career Training & Development Opportunities
  • Certification Sponsorship

Health and Work/Life Balance Benefits:

  • Wellness Coaching and reward dollars
  • Parental Leave
  • Paid Time Off
  • Adoption Assistance
  • Employee Assistance Program
  • College Coach Program
  • Paid time to Volunteer
  • Employee Matching Gifts Program
  • Employee Resource Groups
  • Inclusion and Diversity Programs
  • Employee Recognition Program. 

Qualifications

  • Bachelor’s degree in a business related field or equivalent professional experience.
  • FINRA Series 6 or 7
  • FINRA Series 63, and 65 or 66, or obtain within six months (required to be approved to do business in all states)
  • One year of experience in the financial services industry.
  • Basic knowledge of financial products (related to assigned specialty area).
  • Customer service, interpersonal and listening skills to effectively communicate with customers and earn trust.
  • Problem-solving and decision-making skills to select and recommend product solutions.
  • Written/verbal communication and presentation skills to provide information via phone, email, video, chat, etc.
  • Proficiency using MS Office.

Preferred Qualifications

  • Life License
  • CFP and/or CRPC
  • Knowledge of CRM (Salesforce.com) and digital financial advice platforms.

Working Conditions

  • Office/call center environment.
  • Schedule may vary to fulfill service levels during hours of operation.

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