What are the responsibilities and job description for the Fiancial Services Professional position at Transamerica Agency Network?
Company Description Transamerica Agency Network is part of Transamerica and focuses on helping individuals, families, and businesses build stronger financial futures. Guided by the belief that wealth and health are closely connected, the organization emphasizes long-term planning that supports both financial security and quality of life. Affiliated associates educate clients and implement financial strategies using a wide array of products and services from well-known financial services companies. The network helps clients save for the future, protect loved ones, and retire with income, aiming to provide a lifetime of financial security. Insurance products are offered through United Financial Services, Inc. and affiliated Transamerica companies.
Role Description The Financial Services Professional is a full-time, hybrid role based in Mt. Laurel, NJ. Day-to-day responsibilities include meeting with clients to understand their financial goals, explaining financial products and services, and developing personalized strategies for savings, protection, and retirement income. The role involves educating clients on wealth and health concepts, conducting basic financial analyses, and maintaining ongoing relationships through regular reviews and follow-ups. The Financial Services Professional will also collaborate with team members, stay current on industry trends and product offerings, and adhere to all regulatory and compliance requirements.
Qualifications
- Client relationship and communication skills, including the ability to listen, explain complex concepts clearly, and build trust with individuals, families, and businesses.
- Financial planning and analytical skills, such as assessing client needs, evaluating options, and developing appropriate strategies for savings, protection, and retirement income.
- Sales and business development abilities, including prospecting, networking, and following up to grow and maintain a client base.
- Organizational and time management skills to handle multiple client engagements, documentation, and follow-through in a structured, compliant manner.
- Professionalism, integrity, and a strong commitment to ethical standards and regulatory compliance.
- Comfort with hybrid work arrangements, including use of digital tools and platforms for remote communication and record-keeping.
- Prior experience in financial services, insurance, or a related field is beneficial but not required; relevant licenses (such as life and health insurance, securities registrations) or willingness to obtain them are strongly preferred.
- Bachelor’s degree in business, finance, economics, or a related discipline is helpful; equivalent professional experience will also be considered.