Retirement Plan Specialist, Financial Counselor

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $40k - $45k / year

⏰ Full Time

🟢 Junior

🛋️ Counselor

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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 for routine inquiries and educate customers about Brokerage Individual Retirement Accounts (IRA) • Make recommendations when appropriate • Learn 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 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, 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 • Knowledge of CRM (Salesforce.com) and digital financial advice platforms preferred

🏖️ Benefits

• Annual bonus eligibility at a discretionary 5% rate • Guaranteed floor of $1000 each month for the first 6 months • 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 • Parental Leave – fifteen (15) days of paid parental leave 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