Retirement Plan Specialist-Financial Counselor (Remote)
Transamerica(1 month ago)
About this role
An entry-level Advice Center representative supporting Transamerica’s retirement and investment customers by providing education and transparent information about retirement product solutions. The role offers foundational experience in client engagement, financial planning concepts, and prepares team members for licensing and progression into licensed advisor roles. It is part of a program focused on long-term career growth within Transamerica’s financial services organization.
Required Skills
- Customer Service
- Financial Products
- Communication
- Sales
- Salesforce
- MS Office
- Compliance
- Licensing
- Administrative Support
- Appointment Setting
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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