Intermediate Advisor Training and Quality Assurance Consultant

Job Family Customer & Business Quality Assurance About Us

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.

We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them.

We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.

Transamerica is organized into three distinct businesses. These include
1) World Financial Group, including Transamerica Financial Advisors,
2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and
3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.
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Designs and delivers compliant training for licensed financial advisors and performs quality assurance reviews to support advisor performance and regulatory adherence within a regulated financial services environment.

• Design, update, and maintain onboarding and refresher training programs for licensed financial advisors.
• Deliver live and virtual training sessions and structured coaching engagements.
• Develop training materials, including presentations, job aids, scenarios, and microlearning content.
• Apply quality standards to conduct call monitoring and interaction reviews for licensed advisors.
• Identify performance gaps related to disclosures, suitability, and client communication.
• Provide feedback and coaching to improve advisor effectiveness and reduce compliance risk.
• Document quality findings and training activities to support supervisory oversight.
• Partner with Compliance and business teams to ensure training content aligns with firm policy.

• Bachelor’s degree in business or finance
• Two years of experience in financial services training, quality assurance, or performance management
• Experience delivering training or coaching for licensed professionals
• Working knowledge of Financial Industry Regulatory Authority (FINRA) rules and advisor supervision standards
• Proficient in MS Word, Excel, and Power Point