Remote Retirement Plan Specialist & Financial Counselor

Transamerica; Oregon; Hybrid; USD 55,000 - 61,000; Full time

Benefits offered by this job

Pension Plan

401k Match

Employee Stock Purchase Plan

Tuition Reimbursement

Medical Insurance

Dental Insurance

Vision Insurance

Disability Insurance

Employee Discounts

Career Training & Development

Job summary

Transamerica is seeking an Internal Sales professional to provide product information, education, and guidance to clients while meeting training-driven production goals. You will learn financial planning concepts, document activities in CRM systems, and progress toward licensing within 60 days of hire.

The role emphasizes customer service, regulatory compliance, and collaboration with the Advice Center sales team, with remote field/travel work and a competitive benefits package.

Qualifications

• Bachelor's degree or equivalent experience.
• 1 year of experience in financial services.
• 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).
• FINRA Series 65 or obtain within six to 12 months.
• Life and Health licenses (required within 60 days of hire).

Responsibilities

• Provide general product information to customers via phone and email.
• Meet production goals as outlined in the training program, including monthly activity, client appointments, and new accounts.
• Explain and educate customers on product options for routine inquiries; educate and make recommendations for IRA options.
• 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 CRM systems as required.
• Engage in skill-building activities and mentorship toward fully licensed advisor roles.
• Provide operational and administrative support to the Advice Center sales team.
• Life and Health licenses (required within 60 days of hire).

Skills

Customer service

Interpersonal skills

Oral and written communication

Financial products knowledge

CRM familiarity

Education

Bachelor's degree in business or equivalent experience

Tools

Salesforce

MS Office

Job description

Transamerica is seeking an Internal Sales professional to provide product information, education, and guidance to clients while meeting training-driven production goals. You will learn financial planning concepts, document activities in CRM systems, and progress toward licensing within 60 days of hire.

The role emphasizes customer service, regulatory compliance, and collaboration with the Advice Center sales team, with remote field/travel work and a competitive benefits package.