Retirement Plan Consultant - Financial Counselor (Remote)
Transamerica
About this role
A role focused on client engagement, financial planning support, and operational excellence within the insurance and financial services industry. It provides foundational experience and prepares team members for licensing and career growth, involving customer education on retirement products and administrative support.
Skills
About Transamerica
transamerica.comLet Transamerica help you live your best life and build financial security. Explore our customizable life insurance, retirement, and investment solutions.
Recent company news
BritannicaBank of America
1 week ago
Insurance BusinessAegon to shift headquarters to US, rebrand as Transamerica
Dec 10, 2025
plansponsorTransamerica Introduces Nuveen TDFs, TIAA Lifetime Income
Jul 9, 2025
PR NewswireTransamerica expands stable value access to retirement plans across recordkeepers
Nov 12, 2025
InsuranceNewsNetTransamerica welcomes Jason Frain as head of retirement solutions
Aug 27, 2025
About Transamerica
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Transamerica.
Salary
$40k – $61k
per year
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