Remote Retirement Plan Advisor (Series 6/7/63)

Transamerica; United States; Remote; USD 40,000 - 45,000; Full time

Benefits offered by this job

Remote work

Incentive/bonus program

Career development

Job summary

Transamerica is seeking a Retirement Plan Specialist – Financial Counselor to join our Internal Sales team. This remote role supports customers with retirement planning education, account rollovers, and product options while preparing for licensing and career growth.

You will meet production goals, explain IRA options, learn systems and regulatory requirements, document activities in Salesforce, and collaborate with a team focused on delivering transparent retirement solutions across the U.S.

Qualifications

• Bachelor’s degree in a business related field or equivalent experience
• 1 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

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

Customer service

Communication

Interpersonal skills

Listening

Education

Bachelor’s degree in business or related field

Tools

Salesforce

MS Office

Job description

Transamerica is seeking a Retirement Plan Specialist – Financial Counselor to join our Internal Sales team. This remote role supports customers with retirement planning education, account rollovers, and product options while preparing for licensing and career growth.

You will meet production goals, explain IRA options, learn systems and regulatory requirements, document activities in Salesforce, and collaborate with a team focused on delivering transparent retirement solutions across the U.S.