Retirement Consolidation Spec - Education Rep

Job FamilyInternal SalesAbout UsAt Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.   Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them.We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.What We DoTransamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group servingapproximately 23.9 million customersworldwide.* For more information, visit transamerica.com. Job Description SummaryProvide education on asset consolidation planning to active retirement plan participants, business partners and outside advisors.Job Description ResponsibilitiesContact new participants to employer retirement plans to provide education on asset consolidation.Follow-up with participants to explain plan options and forms required for plan enrollment.Handle rollover of small balance accounts and email transactions.Work with relationship managers and fulfillment analysts to initiate product requests.Assist participants with company not in good order (NIGO) checks to ensure deposited into employer plans.Collaborate with channel partners and act on referrals from the Customer Care Center regarding participants with consolidation and planning needs.Refer complex and high-profile clients to senior staff.QualificationsBachelor’s degree in a business field or equivalent experienceOne year of experience in the financial services industryExcellent customer service, interpersonal, and listening skillsWritten/verbal communication and presentation skills to provide information via phone, email, video, chat, etc.Proficiency using MS OfficePreferred QualificationsKnowledge of customer relationship management (CRM) such as Salesforce.com, and digital financial advice platformsWorking ConditionsRemote (Field/Travel) EnvironmentMay work varied shiftsCompensation **Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.**Total Compensation for this role is estimated to be $45,800 - $55,000. ​The base salary for this position generally ranges between $41,000-$45,000.Commissions: This position may be eligible to earn commissions based on applicable sales incentive plan(s). All details pertaining to the calculation and payment of those commissions are available in the individual provisions of the sales incentive plan that applies. Average first year commission opportunity ranges from $4,800 - 10,000 and is uncapped based on performance. Commissions are paid monthly.​Disclaimer: Beware of fake job offers!We’ve been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note:We will never request personal information such as ID or payment for equipment upfront.Official offers are sent via DocuSign following a verbal offer—not through text or email.What We Offer For eligible employees, we offer a comprehensive benefits package designed