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Remote Variable Annuity Jobs in Iowa (NOW HIRING)

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Remote Variable Annuity information

What is a remote variable annuity professional?

A Remote Variable Annuity professional is a financial specialist who works remotely to help clients understand, select, and manage variable annuity products. These professionals provide guidance on investment options, explain contract features, and assist with account administration, all through virtual communication channels. They may work for insurance companies, financial advisory firms, or as independent consultants, helping clients plan for retirement by leveraging the benefits and risks of variable annuities.

What are the key skills and qualifications needed to thrive as a remote variable annuity specialist?

To thrive as a Remote Variable Annuity Specialist, you need strong knowledge of financial products, particularly variable annuities, along with relevant licenses such as FINRA Series 6 or 7 and state insurance licenses. Familiarity with CRM platforms, financial planning software, and compliance systems is typically required. Excellent communication, client relationship management, and problem-solving skills help you build trust and explain complex products to clients remotely. These skills ensure accurate advice, regulatory compliance, and effective client service in the competitive financial services industry.

What are some common challenges faced by professionals working in remote variable annuity roles, and how can they be overcome?

Professionals in remote variable annuity roles often face challenges such as building trust with clients without face-to-face interaction and staying updated on product changes and regulations. To overcome these, it's important to leverage digital communication tools effectively, maintain regular contact with clients, and participate in ongoing professional development. Collaborating with colleagues through virtual meetings and staying engaged with your team can also help ensure you remain informed and supported. Adapting to new technologies and maintaining a strong self-discipline in a remote environment are key to success in this field.

What is the difference between Remote Variable Annuity vs Remote Financial Advisor?

AspectRemote Variable AnnuityRemote Financial Advisor
CredentialsLicenses (e.g., Series 6, 7, 63), FINRA registrationLicenses (e.g., Series 7, 66), CFP certification often preferred
Work EnvironmentFinancial product sales, client portfolio management, compliance-focusedFinancial planning, investment advice, client consultations
Industry UsageInsurance and investment firms, financial institutionsWealth management firms, banks, independent advisory firms

Remote Variable Annuity professionals focus on selling and managing annuity products, requiring specific licenses. Remote Financial Advisors provide broader financial planning and investment advice, often holding additional certifications. Both roles operate remotely within the financial services industry but differ in scope and client interaction.

What are popular job titles related to Remote Variable Annuity jobs in Iowa?

For Remote Variable Annuity jobs in Iowa, the most frequently searched job titles are:

What job categories do people searching Remote Variable Annuity jobs in Iowa look for?

The top searched job categories for Remote Variable Annuity jobs in Iowa are:

What cities in Iowa are hiring for Remote Variable Annuity jobs?

Cities in Iowa with the most Remote Variable Annuity job openings:

Remote Variable Annuity jobs near you

Customer Care Representative - Life Insurance

Aegon

Cedar Rapids, IA • On-site, Remote

$35K - $40K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted yesterday

New

Job description

Job Family

Customer Service

About Us

At 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 Do

Transamerica 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 serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com.

Job Description Summary

As the point of contact and "voice of the company" for Transamerica customers, this role is responsible for providing accurate and complete information to callers regarding retirement, life, and annuity investment products. Work as part of a team that is empowered to go above and beyond to deliver an outstanding customer experience.

Job Description

Responsibilities

  • Use exceptional customer service and interpersonal skills to answer calls regarding retirement, life, and annuity investment products.
  • Identify customer needs and provide personalized service to ensure positive and meaningful outcomes; engage more knowledgeable team members as needed.
  • Locate/research information using multiple systems/technologies.
  • Coordinate with cross-functional departments to obtain and/or provide necessary information to resolve issues.
  • Document customer inquiries and associated actions; follow-up on outstanding items in a timely manner.
  • Learn and maintain a basic understanding of products, procedures, and systems
  • Achieve department metrics and expectations
  • Participate in a team based environment to achieve department goals


Qualifications

  • Associate's degree in a business field or equivalent experience
  • One year of call center or customer service experience, or financial services industry experience
  • Ability to communicate with customers in a professional manner, orally and in writing
  • Ability to work independently and as part of a team
  • Proficiency using MS Office tools


Preferred Qualifications

  • Understanding of retirement, life, and annuity investment products


Working Conditions

  • Remote (Call Center) Environment
  • May work varied shifts

*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.**

Compensation:

The salary for this position generally ranges between $35,000-$40,000. This range is an estimate, based on potential employee qualifications, operational needs and other considerations permitted by law. The range may vary above and below the stated amounts, as permitted by Colorado Equal Pay Transparency Rule 4.1.2.

Bonus Eligibility:

This position is also typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.

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.


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 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 Match

  • Employee Stock Purchase Plan

  • Tuition Reimbursement

  • Disability Insurance

  • Medical Insurance

  • Dental Insurance

  • Vision Insurance

  • Employee Discounts

  • Career Training & Development Opportunities

Health 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 Assistance

  • Employee Assistance Program

  • Back-Up Care Program

  • PTO for Volunteer Hours

  • Employee Matching Gifts Program

  • Employee Resource Groups

  • Inclusion and Diversity Programs

  • Employee Recognition Program

  • Referral Bonus Programs

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.

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 23.9 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.

* As of December 31, 2023

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