Fully Remote Financial Services Representative

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.