✦ Luna Orbit — Sales & Business Development

Retirement Consolidation Spec - Education Rep

at Transamerica

📍 Remote, US Remote 💰 $41K – $55K USD / year Posted April 02, 2026
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Position Details

Salary $41K – $55K USD / year
Type Full-Time
Experience entry
Exp. Years 1 year
Education Bachelor’s degree in a business field or equivalent experience
Category Sales & Business Development

About this role

Educate active retirement plan participants on asset consolidation and enrollment processes. This remote role involves contacting participants, explaining plan options, handling small rollovers, and coordinating with channel partners.

Key Responsibilities

  • Contact new participants to provide education on asset consolidation
  • Explain plan options and enrollment forms
  • Handle rollover of small balance accounts and email transactions
  • Work with relationship managers and fulfillment analysts to initiate product requests
  • Assist participants with NIGO checks to ensure deposits

Technical Overview

Role relies on CRM (Salesforce.com) and MS Office for communication, enrollment, and tracking. No software development or data engineering involved.

Ideal Candidate

The ideal candidate is an entry-level financial services professional with 1 year of experience, strong customer service and communication skills, comfortable educating participants about retirement consolidation, and proficient with MS Office and CRM systems (Salesforce).

Must-Have Skills

Bachelor’s degree in a business field or equivalent experienceOne year of experience in the financial services industryExcellent customer serviceInterpersonal skillsVerbal/written communicationProficiency using MS Office

Nice-to-Have Skills

CRM such as Salesforce.comSalesforce.com experience

Tools & Platforms

Salesforce.comMicrosoft OfficeMS OfficeCRMCustomer Relationship Management

Required Skills

MS OfficeMicrosoft OfficeSalesforce.comSalesforceCRMCustomer Relationship Managementcustomer serviceinterpersonal skillslistening skillswritten/verbal communicationpresentation skillsfinancial servicesremote

Hard Skills

MS OfficeMicrosoft OfficeSalesforce.comSalesforceCRMCustomer Relationship Management

Soft Skills

Customer serviceInterpersonal skillsListening skillsWritten communicationVerbal communicationPresentation skills

Industry & Role

Industry Insurance
Job Function Educate retirement plan participants on asset consolidation and enrollment processes
Role Subtype Sales & Business Development
Tech Domains Microsoft Office, Salesforce, CRM, Customer Relationship Management

Keywords for Your Resume

retirement consolidationasset consolidationeducation on asset consolidationparticipantscustomer serviceinterpersonal skillslistening skillswritten/verbal communicationpresentation skillsMS OfficeMicrosoft OfficeSalesforce.comSalesforceCRMCustomer Relationship Managementfinancial servicesremotefull-timeBachelor’s degree in a business field or equivalent experienceone year of experience in the financial services industryOne year of experience in the financial services industryeducation

Deal Breakers

Bachelor’s degree in a business field or equivalent experience, One year of experience in the financial services industry

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