Retirement Plan Specialist – Financial Counselor, Series 6/7, 63 required

🔥 14 hours ago

🇺🇸 United States – Remote

💵 $40k - $45k / year

⏰ Full Time

🟢 Junior

🛋️ Counselor

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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Transamerica

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1904

💼 Consulting

🏥 Healthcare

💸 Finance

Consulting • Healthcare • Finance

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 via phone and email • Meet production goals, including monthly activity, client appointments, and new accounts • Explain product options and educate customers about Brokerage Individual Retirement Accounts (IRA) • Learn systems, products, 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 CRM systems • Engage in skill-building activities and mentorship toward 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 • Excellent written and oral communication and presentation skills • Proficiency using MS Office • FINRA Series 6 or 7 • FINRA Series 65, or obtain within 12 months of job entry date • Life and Health insurance licenses, or obtain within 60 days of job entry date • Knowledge of CRM (Salesforce.com) and digital financial advice platforms preferred • Life and Health insurance license(s), as required by state(s) preferred

🏖️ Benefits

• Competitive Pay • Bonus for Eligible Employees • Pension Plan • 401k Match • Employee Stock Purchase Plan • Tuition Reimbursement • Disability Insurance • Medical Insurance • Dental Insurance • Vision Insurance • Employee Discounts • Career Training & Development Opportunities • Paid Time Off starting at 160 hours annually for employees in their first year of service • Ten (10) paid holidays per year • Be Well Company holistic wellness program, including Wellness Coaching and Reward Dollars • Paid parental leave – fifteen (15) days per calendar year for eligible employees with at least one year of service • 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 • Sales and/or performance incentives • Annual Bonus based on the Company Bonus Plan/Individual Performance