Financial Counselor - Retirement; Remote

Job Description Summary

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).
• 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.

• 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, and 63 (required to be approved to do business in all states)
• Life license or obtain within 60 days
• FINRA Series 65 or obtain within six to 12 months

• Life license
• Knowledge of CRM () and digital financial advice platforms

• Remote Environment

Total Compensation for this role is estimated to be $55,350 - $60,750 per year.

Base Compensation: The salary for this position ranges from $40,000 to $45,000 annually.

Bonus Eligibility: This position is also typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion at a rate of 5%.

Commissions: This position may be eligible to earn commissions based on applicable sales incentive plan(s). All details pertaining to the calculation and payment of those commissions are available in the individual provisions of the sales incentive plan that applies.

This role provides a guaranteed floor of $1000 each month for the first 6 months.

Disclaimer:
Beware of fake job offers!

We’ve been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions.

Please note:

• We will never request personal information such as  payment for equipment upfront.
• Official offers are sent via Docu Sign following a verbal offer—not through text or email.

For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.

Compensation Benefits

• Competitive Pay
• Bonus for Eligible Employees

Benefits Package

• Pension Plan
• 401k Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Employee Discounts
• Career Training & Development Opportunities

Health and Work/Life Balance Benefits

• Paid Time Off starting at 160 hours annually for employees in their first year of service.
• Ten (10) paid holidays per year (typically mirroring the NYSE holidays).
• Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
• 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.
• Adoption Assistance
• Employee Assistance Program
• Back-Up Care Program
• PTO for Volunteer Hours
• Employee Matching Gifts Program
• Employee Resource Groups
• Inclusion and Diversity Programs
• Employee Recognition Program
• Referral Bonus Programs

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 various awards and indices. ERGs are open to all employees and provide a supportive environment to help us better appreciate our similarities and differences.

We created the Aegon Transamerica Foundation in 1994 to support nonprofit organizations through grants and volunteer efforts.

Aegon acquired the Transamerica business in 1999. As a global company, Aegon offers investment, protection, and retirement solutions with a focus on helping people live their best lives and addressing environmental and societal issues.

* As of December 31, 2023