Retirement Plan Specialist - Financial Counselor (Series 6/7 and 63 required) (Remote)

Transamerica · Remote, United States

Job Family

Internal Sales

About Us
At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.
Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.
More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.
Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them.
We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.
These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.
It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* This role provides foundational experience in client engagement, financial planning support and operational excellence while preparing team members for licensing and long-term career growth. Provide customers with education, guidance, and transparency around retirement product solutions, such as account rollovers and retirement options.

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).
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.

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
Proficiency using MS Office
Life and Health insurance licenses, or obtain within 60 days of job entry date

Life and Health insurance license(s), as required by state(s)
Knowledge of CRM (Salesforce.com) and digital financial advice platforms

Remote (Field/Travel) Environment

This position is currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents.
Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.
For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.
Bonus for Eligible Employees
Pension Plan
~Employee Stock Purchase Plan
~ Tuition Reimbursement
~ Disability Insurance
~ Medical Insurance
~ Dental Insurance
~ Career Training & Development Opportunities

Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
Employee Assistance Program
Inclusion and Diversity Programs
Referral Bonus Programs
Inclusion & Diversity
We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.
To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.
Thats why we created the

Aegon Transamerica Foundation

in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.
Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose:

Helping people live their best lives.

As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.
*