Retirement Plan Specialist-Financial Counselor
Job Overview
Job Title
Retirement Plan Specialist-Financial Counselor
Company
Transamerica
Location
United States
Job Type
Full-Time
Experience
Mid Level
Salary
$40k–$45k USD
About This Role
Job Family
Internal SalesAbout Us
At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.
Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.
Who We Are
We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.
Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them.
We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.
What We Do
Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.
Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group servingapproximately 23.9 million customersworldwide.* For more information, visit transamerica.com.
Job Description Summary
This role provides foundational experience in client engagement, financial planning support and operational excellence while preparing team members for licensing and long-term career growth. Provide customers with education, guidance, and transparency around retirement product solutions, such as account rollovers and retirement options.Job Description
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.
Qualifications
- 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 se
Why This Job Might Be a Good Fit
- Fully remote full-time position
- Mid Level other role at Transamerica
- Competitive salary: $40k–$45k USD
- Open to candidates in United States
Similar Remote Jobs
More Remote Jobs by Location
More Remote Other Jobs
Get Daily Remote Job Alerts Before Others Do
Join 12,000+ remote professionals
No spam, unsubscribe anytime. We respect your privacy.
Frequently Asked Questions
Is this position fully remote?
Yes, this role is listed as a remote position. You can work from anywhere within the specified location requirements.
How do I apply for this job?
Click the "Apply on Company Website" button to be redirected to the official application page.
Are international applicants welcome?
Check the location requirements listed above. Some positions are restricted to specific regions.
When was this job posted?
The posting date is shown in the Quick Facts sidebar. We update our listings daily to ensure accuracy.
About Transamerica
Transamerica