Retirement Plan Consultant – Financial Counselor, Series 6 or 7, 63 Required

🕒 May 8

🇺🇸 United States – Remote

💵 $40k - $45k / year

⏰ Full Time

🟢 Junior

🛋️ Counselor

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Transamerica

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1904

💸 Finance

Finance • Insurance • Retirement

Transamerica is a financial services company that provides a diverse range of products and services, including life insurance, retirement planning, mutual funds, annuities, and employee benefits. It aims to help individuals plan for their financial future and live their best lives by offering research-based tools, education, and guidance. Transamerica works with institutions and advisors to deliver solutions and services designed to attend to the evolving needs of individuals and employers. They also focus on retirement security and investment management, emphasizing innovation and leadership in the financial industry.

📋 Description

• 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) • FINRA Series 65 or obtain within six to 12 months • Life and Health licenses (required within 60 days of hire)

🏖️ 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