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Individual Savings Counselor


in Denver, CO


Job Description Summary

Sell retirement products and services (primarily IRAs) offered by Company to achieve individual and team objectives. Work with clients to achieve retirement, investment, and planning goals. Increase percent of clients assets held at ES&P affiliates, increase client satisfaction and retention. Maintain required compliant business practices via full and fair disclosure, documentation, suitability and privacy.

Job Description


  • Provide professional, comprehensive financial and retirement planning advice and guidance to clients surrounding their qualified accounts.
  • Educate participants on options when transitioning from one job to another. A) Stay in Plan, B) Take a taxable distribution, C) Roll to new plan D) Roll to an IRA  
  • Assist participants with questions regarding the opening of an IRA and forms associated with transfer.
  • Recommend and sell Diversified and Transamerica IRA distributed products and services to clients.
  • Use consultative and persuasive sales skills to uncover client needs & increase number of accounts and assets under management.
  • Exhibit a high degree of energy and perseverance to achieve sales goals. Engage clients through inbound and outbound calls, e-mail and other approved media.
  • Responsible for individual and sales team goals. Responsible for achieving individual call quality scores.
  • Ability to profile, assess and determine when and how to make a successful referral.
  • Meet all documentation, disclosure and regulatory requirements.
  • Participate in persona skills development training and professional development workshops to increase product and industry expertise. Maintain high client service and satisfaction standards. Maintain required licenses and securities registrations via timely renewals and completion of required Continuing Education credits. 
  • Effectively handle multiple projects while meeting related deadlines.
  • Follow-up with existing clients to perform on-going account maintenance and review clientâEUR(tm)s progress toward retirement goal achievement.


Bachelor's degree or equivalent industry experience.  Minimum 3+ years sales experience.  Strong product knowledge and proven sales experience.  FINRA Series 6, 63.

Preferred Qualifications

Call center experience


Working Conditions

Normal office environment.  Strong PC skills required and working knowledge of industry financial tools and software.

How to Apply

Apply online using this link:

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