[Remote] Retirement Plan Specialist - Financial Counselor (Series 6/7 and 63 required) (Remote)

Note: The job is a remote job and is open to candidates in USA. Transamerica is hiring a Retirement Plan Specialist - Financial Counselor to support customers with retirement product education and guidance. The role provides information on retirement options and rollovers, explains product choices, and supports the Advice Center sales team while developing toward a fully licensed advisor role.

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

Skills

• 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
• 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
• Life and Health insurance license(s), as required by state(s)
• Knowledge of CRM (Salesforce.com) and digital financial advice platforms

Benefits

• This position is currently eligible for sales and/or performance incentives.
• Typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and at the Company’s discretion.
• 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 (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
• Remote work

Company Overview

Company H1B Sponsorship