Financial Counselor - Retirement (Remote)

Transamerica

3d•$40,000 - $45,000•Remote

About The Position

This role provides foundational experience in client engagement, financial planning support and operational excellence while preparing team members for licensing and long-term career growth. Provide customers with education, guidance, and transparency around retirement product solutions, such as account rollovers and retirement options.

Requirements

Bachelor’s degree in a business related field or equivalent experience
One year of experience in the financial services industry
Basic knowledge of financial products
Customer service, interpersonal and listening skills to effectively communicate and earn trust
Excellent written and oral communication and presentation skills
Proficiency using MS Office
FINRA Series 6 or 7, and 63 (required to be approved to do business in all states)
Life license or obtain within 60 days
FINRA Series 65 or obtain within six to 12 months

Nice To Haves

Life license
Knowledge of CRM (Salesforce.com) and digital financial advice platforms

Responsibilities

Provide general product information to customers making inquiries via phone and email.
Meet production goals as outlined in the training program, including monthly activity, client appointments, and new accounts.
Explain and ensure customers understand product options for routine inquiries; educate and make recommendations when appropriate for Brokerage Individual Retirement Accounts (IRA).
Learn all systems and products, including applicable regulations and compliance guidelines.
Complete training and development programs to prepare for licensing
Learn financial planning concepts, tools, and compliance requirements.
Document activities in Salesforce and other customer relationship management (CRM) systems as required.
Engage in skill-building activities and mentorship aimed at progressing into fully licensed advisor roles.
Provide operational and administrative support to the Advice Center sales team.

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