This listing was posted on Professional Diversity Network.
Financial Service Representative (WFH)
Description:
Job Family Sales Support / Operations About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential 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 - 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. Transamerica is a part of Aegon, an integrated, diversified, international financial services group. The Aegon companies employ over 21,500 people and have approximately 31.7 million customers.* For more information, visit www.transamerica.com . Who We Are Transamerica has been making financial services available to the many, not just the few, for more than 100 years. We're a leading provider of life insurance, retirement, and investment solutions, serving millions of customers throughout the United States. Transamerica's dedicated professionals focus on helping people live their best lives through saving, investing, and protecting their loved ones. Transamerica is dedicated to building America's leading middle market life insurance and retirement company, providing a broad range of quality individual life insurance policies, workplace supplemental insurance benefits, workplace retirement plans, individual retirement accounts, and investment products, including mutual funds, annuities, stable value solutions, as well as investment management services. What We Do Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, and Employee Benefits), which are supported by Transamerica Corporate (Corporate Development; Finance; Internal Audit; Legislative, Regulatory & Policy; Office of the CEO; People and Places; Brand; Corporate Affairs; Risk; and Technology). Job Description Summary In a professional phone-based environment, the Financial Service Representative provides outstanding service to clients of the Transamerica Advice Center's retirement advisory team, including answering questions pertaining to retirement products and assisting clients with completing transactions as needed. Participates in the company's customer satisfaction program, built upon strong cultural values and ethics that encourage a service environment for integrity and organizational promotion. Job Description Responsibilities Responsible for inbound and outbound calls resulting in, but not limited to: requests for forms, general inquiries, outstanding new account paperwork, status requests, telephone transactions presented by the client within stated service levels, research and resolution of moderate to complex issues. Provide excellent customer service to both internal and external clients. Provide accurate, valid, and complete information by using the right methods/tools. Monitor client accounts for actions required and handle each situation as needed Research and resolve issues by utilizing all available resources Clearly and thoroughly document all client interactions Identify and assess customers' needs to achieve satisfaction Provide accurate, valid and complete information by using the right methods/tools Follow communication and processing procedures, guidelines and policies Provide solutions to our clients in a timely, professional, and compliant manner Take responsibility for delivering value to our customers Promote a positive work environment to promote positive customer interactions Work with others to achieve both individual and team goals. Utilize multiple systems to service client requests and quickly identify which system is needed. Meet individual and team service level expectations. Escalate more complex issues to higher level staff. Qualifications Two years of customer service experience Excellent customer service skills for extensive contact with clients Excellent verbal and written communication skills Strong attention to detail Excellent time management skills to prioritize multiple responsibilities Ability to adapt quickly to change Broad knowledge of brokerage accounts and investments Team oriented Proactive and customer focused Problem solving skills to resolve routine questions and issues Ability to follow standard procedures and written instructions PC proficiency (MS Word, Outlook, Excel) Preferred Qualifications FINRA Series 6, 63, 65 or 66 (for positions supporting the retirement business) Experience working in financial/brokerage sales and service Customer service experience in the financial/brokerage industry Understanding of the sales process Experience with IRA products Working Conditions Remote commute environment in Denver CO, St Pete FL, Cedar Rapids IA, or St Paul MN Compensation **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.** The Salary for this position generally ranges between $55,000 - $60,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. #LI-REMOTE #IND123 This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits Competitive Pay Bonus for Eligible Employees Benefits Package Pension Plan 401k MatchEmployee Stock Purchase PlanTuition ReimbursementDisability InsuranceMedical InsuranceDental InsuranceVision InsuranceEmployee DiscountsCareer Training & Development OpportunitiesHealth and Work/Life Balance Benefits Paid Time Off starting at 160 hours annually for employees in their first year of service.Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.Adoption AssistanceEmployee Assistance ProgramCollege Coach ProgramBack-Up Care ProgramPTO for Volunteer HoursEmployee Matching Gifts ProgramEmployee Resource GroupsInclusion and Diversity ProgramsEmployee Recognition ProgramReferral Bonus ProgramsPeer Recognition Program (BRAVO)* As of December 31, 2022 Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. https://www.transamerica.com/why-transamerica/aegon-transamerica-foundation Transamerica's Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 29.5 million people across the globe. It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. PDN-9b8510af-438a-4b30-bfbf-f0fb5f548a64
Visit Our Partner Website
This listing was posted on another website. Click here to open: Go to Professional Diversity Network
Important Safety Tips
- Always meet the employer in person.
- Avoid sharing sensitive personal and financial information.
- Avoid employment offers that require a deposit or investment.
To learn more, visit the Safety Center or click here to report this listing.
More About this Listing: Financial Service Representative (WFH)
Financial Service Representative (WFH) is a Accounting & Finance Financial Service Representative Job at Transamerica located in United States. Find other listings like Financial Service Representative (WFH) by searching Oodle for Accounting & Finance Financial Service Representative Jobs.
Financial Service Representative (WFH) is a Accounting & Finance Financial Service Representative Job at Transamerica located in United States. Find other listings like Financial Service Representative (WFH) by searching Oodle for Accounting & Finance Financial Service Representative Jobs.