Transamerica · 1 day ago
Retirement Plan Specialist-Financial Counselor (Remote)
United States
Full-time
Remote
Entry Level
$55K/yr - $61K/yr
1+ years expTransamerica 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.
Financial ServicesImpact InvestingInsurance
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
Qualification
Required
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
Preferred
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
Transamerica
Transamerica is a private holding company that provides services for various life insurance companies and investment firms. It is a sub-organization of Aegon.
5001-10000 employees
H1B Sponsorship
Transamerica has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (39)
2024 (33)
2023 (25)
2022 (52)
2021 (42)
2020 (46)
Funding
Current Stage
Late StageTotal Funding
unknown1999-02-19Acquired
Leadership Team
Will Fuller
Chief Executive Officer
Andrew Yorks
Chief Investment Officer
Recent News
2025-12-21
Company data provided by crunchbase