Company Description
Transamerica is a leading financial services company with offices all over the United States. We
empower financial professionals, brokers, agents, advisors, and employers to help individuals
plan for a fulfilling, multi-stage life. With a focus on longevity, we provide the tools and
resources to enable our clients to live their best life.
Role Description
This is a fully remote role for a Financial Services Representative. The Financial Services
Representative will be responsible for day-to-day tasks such as providing financial services,
managing investments, life insurance, retirement plans, and delivering excellent customer
service.
Qualifications
Highly Motivated
Strong customer service skills
Excellent communication and interpersonal skills
Ability to work in a team and independently
Relevant certifications such as CFP or CFA are a plus
o Principals only. Recruiters, please don't contact this job poster.