Note: The job is a remote job and is open to candidates in USA. Transamerica is a financial services company dedicated to helping people live their best lives. The Retirement Plan Specialist-Financial Counselor role focuses on providing clients with education and guidance around retirement product solutions, while also supporting team members in their licensing and career growth.
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, 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
- Life license
- Knowledge of CRM (Salesforce.com) and digital financial advice platforms
Benefits
- 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
Company Overview
Transamerica is a private holding company that provides services for various life insurance companies and investment firms. It is a sub-organization of Aegon. It was founded in 1904, and is headquartered in Cedar Rapids, Iowa, USA, with a workforce of 5001-10000 employees. Its website is http://www.transamerica.com.Company H1B Sponsorship
Transamerica has a track record of offering H1B sponsorships, with 39 in 2025, 33 in 2024, 25 in 2023, 52 in 2022, 42 in 2021, 46 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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