Financial Advisory PAID Intern w/ Opportunity for Full-Time Position

What You Will Do:

You will serve as a trusted Junior Advisor to one of Transamerica’s Senior Advisor's expansive book of qualified retirement accounts and Insurance plans, helping clients to understand their options with their qualified savings, assisting them in setting goals, calculating exactly what it will take to achieve those goals, and implementing the plan. You will assist in the fact-finding, case prep, and proposal processes.

What You Will Learn:

You will be working with an experienced and results-oriented team of financial professionals utilizing modern technology to solve individual insurance and retirement challenges of our existing clients. You will work in an environment that offers continuous personal and professional development to craft your skills as a consummate fiduciary that will personally embark on a journey to retirement success with thousands of Transamerica’s clients.

What Success Looks Like:

• Become fully fluent and competent with respect to all issues related to insurance, investment, and retirement plans and how they operate, what their advantages and limitations are
• Advise clients of their options in regard to their retirement planning
• Build trusting relationships with individual clients, helping them to articulate what their own success looks like and what the rewards of their success will be
• Provide comprehensive planning and advice regarding clients’ investment and retirement strategy
• Work with a dedicated assistant to attend to the necessary administrative work associated with financial transactions, and successfully fund at least 15-20 accounts monthly
• Maintain a constant pipeline of clients to close continual business throughout the month
• Develop and review a personal business plan to remain on track to hit targeted production goals
• Collaborate with partners setting your appointments for you and taking referrals sent by the customer contact center for existing participants with planning needs
• Maintain a detailed series of records using the CRM platform Salesforce
• Work with partners in the company to implement specialized financial strategies and products where appropriate
• Advance to a role where a book of business is fully retained and accumulating trail commissions are paid on advisory accounts
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What You Need:

• Customer service, interpersonal and listening skills to effectively communicate with customers and earn trust
• Problem-solving and decision-making skills to select and recommend product solutions
• Written/verbal communication and presentation skills to provide information via phone, email, video, chat, etc.
• Proficiency using MS office

What You Receive:

You will earn your initial financial planning licensure, gain a wealth of knowledge in the financial services industry and be granted an opportunity for a full-time position.

It’s our passion to empower people, and especially our employees, to add years to their lives and more life to their years. That means a healthy account balance and a healthy body to match. As you’ll come to discover, Wealth + Health is a central part of everything we do!