Remote Retirement Plan Advisor – Start Licensing

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

Benefits offered by this job

Competitive Pay

Bonus for Eligible Employees

Benefits Package

Pension Plan

401k Match

Tuition Reimbursement

Disability Insurance

Medical Insurance

Job summary

Transamerica Corporation in the United States is seeking an entry-level Internal Sales professional to support client engagement and retirement planning education. You will learn systems, explain product options, and assist the Advice Center sales team while progressing toward licensing.

The role emphasizes educational guidance on retirement solutions, preparation for licensing, and career growth within a remote, field-enabled environment.

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 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 within60 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

Interpersonal skills

Listening skills

Written communication

Oral communication

Presentation skills

Education

Bachelor’s degree in business related field

Tools

MS Office

Job description

Transamerica Corporation in the United States is seeking an entry-level Internal Sales professional to support client engagement and retirement planning education. You will learn systems, explain product options, and assist the Advice Center sales team while progressing toward licensing.

The role emphasizes educational guidance on retirement solutions, preparation for licensing, and career growth within a remote, field-enabled environment.