Advisor Training & QA Consultant - Financial Services

Transamerica Corporation; Iowa (LA); Hybrid; USD 65,000 - 75,000; Full time

Benefits offered by this job

401k Match

Tuition Reimbursement

Medical Insurance

Pension Plan

Job summary

Transamerica Corporation is seeking an Intermediate Advisor Training and Quality Assurance Consultant to design onboarding and refresher training for licensed advisors. The role delivers live and virtual sessions, builds materials, and applies quality standards to call monitoring and reviews, ensuring regulatory adherence.

You will identify performance gaps, coach advisors, document findings, and partner with Compliance to keep content aligned with firm policy in a hybrid environment.

Qualifications

• Two years of experience in financial services training, quality assurance, or performance management.
• Knowledge of FINRA rules and supervisor standards.
• Experience delivering training or coaching for licensed professionals.

Responsibilities

• Design onboarding and refresher training programs for licensed advisors.
• Deliver live and virtual training sessions and coaching engagements.
• Develop training materials, presentations, job aids, scenarios, and microlearning content.
• Apply quality standards to call monitoring and interaction reviews for licensed advisors.
• Identify performance gaps related to disclosures, suitability, and client communication.
• Document quality findings and training activities for supervisory oversight.
• Partner with Compliance and business teams to align content with firm policy.

Skills

FINRA rules knowledge

Coaching & training

MS Word

MS Excel

PowerPoint

Education

Bachelor’s degree in business or finance

Tools

Learning Management Systems

eLearning tools

Call monitoring platforms

Job description

Transamerica Corporation is seeking an Intermediate Advisor Training and Quality Assurance Consultant to design onboarding and refresher training for licensed advisors. The role delivers live and virtual sessions, builds materials, and applies quality standards to call monitoring and reviews, ensuring regulatory adherence.

You will identify performance gaps, coach advisors, document findings, and partner with Compliance to keep content aligned with firm policy in a hybrid environment.