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Retirement Financial Counselor (Remote)

February 19, 2026

Job FamilyInternal Sales<div>About Us </div><div> At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. </div><div><div> </div><div>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. </div><div> </div><div>Who We Are </div><div> </div><div><div>We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. </div><div>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. </div><div>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. </div></div><div>What We Do </div><div> </div><div><div>Transamerica is organized into three distinct businesses. 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. </div><div> </div><div>Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit <a href="" target="_blank" rel="noopener noreferrer">transamerica.com</a>. </div></div></div>Job Description SummaryThis 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.Job Description Responsibilities<ul><li>Provide general product information to customers making inquiries via phone and email.</li><li>Meet production goals as outlined in the training program, including monthly activity, client appointments, and new accounts.</li><li>Explain and ensure customers understand product options for routine inquiries; educate and make recommendations when appropriate for Brokerage Individual Retirement Accounts (IRA).</li><li>Learn all systems and products, including applicable regulations and compliance guidelines.</li><li>Complete training and development programs to prepare for licensing</li><li>Learn financial planning concepts, tools, and compliance requirements.</li><li>Document activities in Salesforce and other customer relationship management (CRM) systems as required.</li><li>Engage in skill-building activities and mentorship aimed at progressing into fully licensed advisor roles.</li><li>Provide operational and administrative support to the Advice Center sales team.</li></ul>Qualifications<ul><li>Bachelor’s degree in a business related field or equivalent experience</li><li>One year of experience in the financial services industry</li><li>Basic knowledge of financial products</li><li>Customer service, interpersonal and listening skills to effectively communicate and earn trust</li><li>Excellent written and oral communication and presentation skills</li><li>Proficiency using MS Office</li><li>FINRA Series 6 or 7, and 63 (required to be approved to do business in all states)</li><li>Life license or obtain within 60 days</li><li>FINRA Series 65 or obtain within six to 12 months</li></ul>Preferred Qualifications<ul><li>Life license</li><li>Knowledge of CRM (Salesforce.com) and digital financial advice platforms</li></ul> Working Conditions<ul><li>Remote Environment</li></ul> Compensation **Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.** 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:<ul><li>We will never request personal information such as ID or payment for equipment upfront.</li><li>Official offers are sent via DocuSign following a verbal offer—not through text or email.</li></ul>What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits <ul><li>Competitive Pay </li><li>Bonus for Eligible Employees </li></ul> Benefits Package <ul><li>Pension Plan </li><li>401k Match</li><li>Employee Stock Purchase Plan</li><li>Tuition Reimbursement</li><li>Disability Insurance</li><li>Medical Insurance</li><li>Dental Insurance</li><li>Vision Insurance</li><li>Employee Discounts</li><li>Career Training & Development Opportunities</li></ul> Health and Work/Life Balance Benefits <ul><li>Paid Time Off starting at 160 hours annually for employees in their first year of service.</li><li>Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).</li><li>Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars </li><li>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.</li><li>Adoption Assistance</li><li>Employee Assistance Program</li><li>Back-Up Care Program</li><li>PTO for Volunteer Hours</li><li>Employee Matching Gifts Program</li><li>Employee Resource Groups</li><li>Inclusion and Diversity Programs</li><li>Employee Recognition Program</li><li>Referral Bonus Programs</li></ul> 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. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the <a href="" target="_blank" rel="noopener noreferrer">Aegon Transamerica Foundation</a> 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. Transamerica’s Parent Company <a href="" target="_blank" rel="noopener noreferrer">Aegon</a> acquired the Transamerica business in 1999. 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. * As of December 31, 2023

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DISCLAIMER

Get Hired Faster With COMPANY_NAME!

1: COMPANY_NAME Smart Tools and Direct Employer Connections Help Speed Up Your Hiring Process

2: With Better Matches, Real-time Job Alerts, and Direct Employer Responses, COMPANY_NAME Helps Many Candidates Secure Interviews and Job Offers Within 15 to 30 Days!

3: The Type of Resume You Need to Get Priority Placement

4: Browse Full-Time, Part-Time, and Freelancing Roles With COMPANY_NAME

5: COMPANY_NAME Helps You Grow Your Career

6: The Easiest Way To Find A Job

7: Find Roles That Offer Growth, Culture & Benefits

8: Get Support With Resume, Interviews & Career Planning

9: Your Future Starts Today

10: Get Hired Within 15 to 30 Days With COMPANY_NAME

Retirement Financial Counselor (Remote)

Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

5. HOW DO YOU PROCESS INFORMATION?

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

8. HOW TO PRIORITIZE WORK?

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

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