Retirement Plan Specialist-Financial Counselor (Remote)

📋 Description

• • Serve as the first point of contact for retirement-focused customers nationwide, delivering clear, jargon-free education on IRA rollovers, account consolidations, and distribution strategies via phone and email from your fully equipped home office.
• • Meet or exceed monthly activity targets that include outbound calls, scheduled client appointments, and newly opened Brokerage IRA accounts while maintaining a customer-first mindset and strict adherence to FINRA and SEC guidelines.
• • Translate complex retirement product features into actionable guidance, ensuring every caller understands the differences between Traditional, Roth, SEP, and SIMPLE IRAs, as well as how employer-plan rollovers can optimize tax efficiency and long-term growth.
• • Leverage Salesforce and other CRM tools to document every interaction, track follow-up tasks, and build a pipeline that supports both immediate sales goals and long-term relationship management.
• • Complete a structured 90-day onboarding curriculum that blends virtual instructor-led sessions, self-paced e-learning, and weekly one-on-one coaching to prepare you for the Series 6 or 7, 63, and Life Insurance licensing exams.
• • Partner with licensed advisors to shadow live consultations, gradually taking the lead on routine calls while receiving real-time feedback that accelerates your transition into a fully licensed Retirement Counselor role.
• • Provide operational back-up to the Advice Center sales team by preparing account paperwork, verifying beneficiary designations, and coordinating with internal transfer agents to ensure seamless asset movement.
• • Stay ahead of regulatory changes by participating in quarterly compliance refreshers, monthly product-update webinars, and ad-hoc policy bulletins that keep your knowledge current and your recommendations compliant.
• • Contribute to a culture of continuous improvement by sharing call-center insights, suggesting CRM workflow enhancements, and participating in cross-functional task forces aimed at elevating the customer experience.
• • Embrace Transamerica’s holistic approach to financial wellness by introducing customers to adjacent solutions such as annuities, life insurance, and managed-money platforms when appropriate, always acting in the client’s best interest.
• • Model inclusive behaviors by engaging with colleagues across diverse backgrounds, participating in Employee Resource Groups, and championing Transamerica’s commitment to equity both internally and in customer interactions.
• • Maintain a distraction-free, secure home workspace that meets the company’s technology and privacy standards, ensuring every client conversation is confidential, professional, and fully compliant with remote-work protocols.