Remote Retirement Planning Advisor

Transamerica; United States; À distance; USD 40 000 - 45 000; Plein temps

Avantages offerts par ce poste

Pension Plan

401k Match

Employee Stock Purchase Plan

Tuition Reimbursement

Disability Insurance

Medical Insurance

Dental Insurance

Vision Insurance

Employee Discounts

Career Training & DevelopmentOpportuni

Résumé du poste

Transamerica is seeking an entry-level Internal Sales professional to support customer education and retirement product guidance. You will engage clients by phone and email, help with account rollovers, and assist in building trusted relationships.

You’ll complete training toward licensing, learn financial planning concepts, and document activities in Salesforce. This role offers growth into licensed advisor positions within a collaborative, customer‑focused 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 within 60 days of job entry date

Responsabilités

• 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.

Connaissances

Customer service

Interpersonal skills

Communication skills

MS Office

Financial products knowledge

Attention to detail

Formation

Bachelor’s degree in business or related field

Outils

Salesforce

CRM

Description du poste

Transamerica is seeking an entry-level Internal Sales professional to support customer education and retirement product guidance. You will engage clients by phone and email, help with account rollovers, and assist in building trusted relationships.

You’ll complete training toward licensing, learn financial planning concepts, and document activities in Salesforce. This role offers growth into licensed advisor positions within a collaborative, customer‑focused environment.