Educate and empower Transamerica Financial Advisors (TFA) financial professionals with tools and resources that increase productivity and help clients with their wealth management business. Serve as a technical knowledge resource on World Financial Group platforms, products, and processes.

Responsibilities

  • Provide product, platform, and services information to TFA financial professionals in response to inquiries via inbound phone calls, email, video, chat, etc.
  • Promote key TFA products and platforms designed to help serve client needs.
  • Identify opportunities to increase TFA production and work closely with the home office and field leadership to implement training and sales support resources.
  • Act as an expert coach on formation/positioning assistance requested at point-of-sale.
  • Lead one-on-one and group meetings to develop and foster positive relationships, and ensure high quality, profitable business results.
  • Maintain close working relationships with product providers to leverage their resources.
  • Provide training and troubleshooting during the sales process (e.g., licensing, new business submissions, sales concepts, etc.)
  • Drive increased sales growth from new financial professionals through on-going sales support and encouragement.
  • Provide orientation and training on TFA products, systems, websites and other sales tools.
  • Provide financial professionals and advisors with up-to-date product enhancements and sales knowledge.
  • Recommend and initiate improvements to processes and procedures.


Qualifications

  • Senior level experience in the financial services industry (typically five to eight years)
  • Strong knowledge of the insurance and securities industry, including products and services
  • FINRA Series 6 or 7
  • FINRA Series 65 or 66
  • Excellent communication, presentation, and relationship-building/relationship-management skills
  • Excellent organizational and time management skills


Preferred Qualifications

  • Bachelor's degree in a business field
  • Experience supporting registered representatives and investment adviser representatives


Working Conditions

  • Remote Environment
  • Moderate Travel 10 to 25%
  • Travel to meet with field agents and attend company and industry events

The Salary for this position generally ranges between $73,000-$90,000 annually.  Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

Additionally, this position is typically eligible for an Annual Bonus of 10% based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion. 

Disclaimer:

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


This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.