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TransamericaCore Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial products and compliance regulations while providing exceptional customer service and operational support. Proficient in Salesforce and MS Office, with a commitment to obtaining necessary financial licenses.
Highest-signal resume keywords
Bachelor's Degree In BusinessFINRA Series 6 Or 7Customer Service SkillsSalesforce ProficiencyFinancial Services Experience
Tech Stack
Tools & technologiesAbout the role
Key responsibilities & impact- Provide general product information to customers via phone and email
- Meet production goals, including monthly activity, client appointments, and new accounts
- Explain product options and educate customers about Brokerage Individual Retirement Accounts (IRA)
- Learn systems, products, regulations, and compliance guidelines
- Complete training and development programs to prepare for licensing
- Learn financial planning concepts, tools, and compliance requirements
- Document activities in Salesforce and other CRM systems
- Engage in skill-building activities and mentorship toward fully licensed advisor roles
- Provide operational and administrative support to the Advice Center sales team
Requirements
What you’ll need- Bachelor’s degree in a business related field or equivalent experience
- One year of experience in the financial services industry
- Basic knowledge of financial products
- Customer service, interpersonal, and listening skills
- Excellent written and oral communication and presentation skills
- Proficiency using MS Office
- FINRA Series 6 or 7
- FINRA Series 65, or obtain within 12 months of job entry date
- Life and Health insurance licenses, or obtain within 60 days of job entry date
- Knowledge of CRM (Salesforce.com) and digital financial advice platforms preferred
- Life and Health insurance license(s), as required by state(s) preferred
Benefits
Comp & perks- Competitive Pay
- Bonus for Eligible Employees
- Pension Plan
- 401k Match
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Employee Discounts
- Career Training & Development Opportunities
- Paid Time Off starting at 160 hours annually for employees in their first year of service
- Ten (10) paid holidays per year
- Be Well Company holistic wellness program, including Wellness Coaching and Reward Dollars
- Paid parental leave – fifteen (15) days per calendar year for eligible employees with at least one year of service
- Adoption Assistance
- Employee Assistance Program
- Back-Up Care Program
- PTO for Volunteer Hours
- Employee Matching Gifts Program
- Employee Resource Groups
- Inclusion and Diversity Programs
- Employee Recognition Program
- Referral Bonus Programs
- Sales and/or performance incentives
- Annual Bonus based on the Company Bonus Plan/Individual Performance
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Products KnowledgeFinancial Planning ConceptsCompliance RequirementsDocumentation SkillsOperational Support
Soft Skills
Interpersonal SkillsListening SkillsWritten Communication SkillsOral Communication SkillsPresentation Skills
Tools & Technologies
SalesforceMS OfficeDigital Financial Advice Platforms
Certifications & Qualifications
FINRA Series 65Life And Health Insurance Licenses
Industry Keywords
Brokerage Individual Retirement AccountsFinancial Services IndustryClient AppointmentsProduction GoalsCompliance Guidelines