Financial Counselor - Retirement (Remote)
Transamerica(26 days ago)
About this role
An entry-level role at Transamerica providing foundational experience in client engagement and retirement planning support. The position focuses on educating customers about retirement product solutions, preparing team members for licensing, and supporting long-term career growth within the Advice Center. It is positioned within the company’s financial services and insurance business.
Required Skills
- Client Engagement
- Financial Planning
- Customer Service
- Communication
- Salesforce
- MS Office
- Compliance
- Appointment Setting
- Sales
Qualifications
- Bachelor’s Degree
- FINRA Series 6
- FINRA Series 7
- FINRA Series 63
- Life License
- FINRA Series 65
About Transamerica
transamerica.comLet Transamerica help you live your best life and build financial security. Explore our customizable life insurance, retirement, and investment solutions.
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