What are the responsibilities and job description for the Financial Services Professional position at Transamerica?
Company Description
Transamerica is dedicated to helping individuals plan for a fulfilling, multi-stage life inspired by today’s longer lifespans. We support financial professionals, brokers, agents, advisors, and employers in assisting clients and employees to achieve financial goals and embrace the possibilities of a longer, more dynamic life. Our mission is to help people pursue the freedom to live the life they desire at every stage of their journey. Securities are distributed by Transamerica Capital, Inc., and we remain committed to providing impactful solutions for a brighter financial future.
Role Description
This is a full-time hybrid role based in Egg Harbor, NJ, with the flexibility to work partially from home. As a Financial Services Professional, you will guide clients through financial planning, retirement strategies, and investment services tailored to meet their long-term goals. Responsibilities include analyzing financial needs, offering personalized solutions, building strong client relationships, and staying updated on financial regulations and market trends. Regular interaction with clients to provide clear and effective communication is a key aspect of the role.
Qualifications
- Proficiency in Financial Planning, Finance, and Retirement Planning practices
- Strong knowledge and experience in Financial Services
- Excellent Communication and client-relations skills
- Ability to understand and implement financial strategies and assess financial risks
- Bachelor's degree in Finance, Business, or a related field is preferred
- Relevant certifications such as CFP (Certified Financial Planner) are a plus
- High level of motivation, attention to detail, and professionalism