Note: The job is a remote job and is open to candidates in USA. Transamerica Financial Advisors, Inc. is a full-service, independent Broker/Dealer and Registered Investment Advisor with extensive experience in the financial services industry. The Sales Associate role focuses on supporting client relationships and investment services, engaging prospective clients, and maintaining accurate records while adhering to compliance guidelines.
Responsibilities
- Engaging prospective clients
- Explaining the firm’s products and services
- Assisting in identifying suitable financial solutions under the guidance of licensed financial professionals
- Maintaining accurate records of client interactions
- Following up on leads
- Supporting sales initiatives and campaigns
- Collaborating with team members to ensure a high standard of client service while adhering to compliance guidelines and company policies
Skills
- Strong interpersonal and communication skills, with the ability to build trust and rapport with clients and team members
- Sales-oriented mindset, including experience in client outreach, lead follow-up, and relationship management
- Basic understanding of financial services or a demonstrated interest in the investment and advisory industry; prior experience in finance or banking is a plus
- Comfort working in a remote environment, including reliable internet access, strong organizational skills, and the ability to manage time and priorities independently
- High level of professionalism, integrity, and attention to detail, with a commitment to compliance and regulatory requirements
- Proficiency with standard office productivity tools and CRM or sales tracking systems
- Relevant education such as coursework or a degree in business, finance, economics, or a related field is preferred but not required
Company Overview