Aegon Asset Management Financial Advisor- Cedar Rapids, Iowa in Cedar Rapids, Iowa
Job FamilyInternal Sales
Job Description SummaryJob Description SummaryThe Transamerica Advice Center is growing and is seeking experienced financial services professionals to help serve their clients with their retirement plan assets. This position has the flexibility to be remote in the Cedar Rapids area or in our Cedar Rapids, IA office long-term! 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!Job Description
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 their retirement planning
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
Currently Work From Home - Flexibility to work in the St. Paul, MN office long-term or remote based out of the Minneapolis Area
Ability to successfully perform in a remote environment on a temporary or full-time basis
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; Be Well Company sponsored holistic wellness program which includes Wellness Coaching and reward dollars, Parental Leave, Paid Time Off, Adoption Assistance, Employee Assistance Program, College Coach Program, Back-up Care Program, Paid time to Volunteer, Employee Matching Gifts Program, Employee Resource Groups, Inclusion and Diversity Programs, Employee Recognition Program.
Why Work for Us
Total Rewards at Transamerica: It’s more than a paycheck.
Our comprehensive Total Rewards package is designed to help support you in many ways — throughout all stages of your life and career. We provide a competitive, market-driven program that encompasses base compensation, bonus potential, retirement, health and wellness benefits, learning and development opportunities, plus great employee perks. All designed with you in mind… to help you live your best life, grow personally and professionally - and feel valued for the work you do.
Learn more about our Total Rewards Package (https://www.transamerica.com/individual/about-us/careers/benefits/) .
Equal Opportunity Employer:
Transamerica Life Insurance Company is an Equal Employment Opportunity employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws.
Applicants with physical or mental disabilities may be entitled to a form of reasonable accommodation under the Americans with Disabilities Act and certain state and local laws. A reasonable accommodation is a change in the way things are normally done which will insure equal employment opportunity without imposing undue hardship on the Transamerica Companies. Please contact: email@example.com if you are a job seeker with a disability, or are assisting someone with a disability, and require assistance to apply for one of our jobs.
Our Company is committed to providing accessibility to those with disabilities in a manner that is consistent with the principles of independence, dignity, integration and equality of opportunity, that is in compliance with the Accessibility for Ontarians with Disabilities Act 2005 ("AODA"). Please contact firstname.lastname@example.org if you are a job seeker with a disability, or are assisting someone with a disability, and require assistance to apply for one of our jobs.
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At Transamerica, hard work, innovative thinking and personal accountability are qualities that we honor and reward. We understand the potential that is unleashed by 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 focused on helping customers secure their long-term financial futures.
Transamerica is a part of AEGON, an international life insurance, pension, and asset management company. The AEGON companies employ approximately 28,000 people and have a strong presence in more than 20 countries across the globe. For more information, visit www.transamerica.com.