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Remote Retirement Plan Specialist; FINRA Licensed
Remote / Online - Candidates ideally in
Philadelphia, Philadelphia County, Pennsylvania, 19117, USA
Listed on 2026-07-14
Philadelphia, Philadelphia County, Pennsylvania, 19117, USA
Listing for:
Remote Jobs
Remote/Work from Home
position Listed on 2026-07-14
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Transamerica is expanding its Retirement Plan Specialist team. This fully remote role offers a base salary plus monthly, quarterly, and annual bonuses. You should hold FINRA Series 6, 63, and 65 or Series 7 and 66 at hire and be able to manage warm leads.
Key duties include learning products, explaining options to clients, and connecting customers with specialists while coordinating with relationship managers to fulfill requests.
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