Transamerica

Financial Counselor – Retirement

Transamerica

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $40,000 - $45,000 per year

Job Level

Junior

About the role

  • 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.

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
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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial planning conceptsfinancial products knowledgecustomer relationship management (CRM)Salesforcecompliance requirementsregulationsadministrative supportoperational supportpresentation skillsactivity documentation
Soft Skills
customer serviceinterpersonal skillslistening skillscommunication skillstrust buildingmentorshipteam collaborationskill-buildingproblem-solvingadaptability
Certifications
FINRA Series 6FINRA Series 7FINRA Series 63FINRA Series 65Life license