What is a transfer agent and how to become one

Key steps to become a transfer agent

1. Explore transfer agent education requirements

   Most common transfer agent degrees

   Bachelor's

   42.8 %

   High School Diploma

   22.4 %

   Associate

   19.5 %

   Show more

2. Start to develop specific transfer agent skills

   Skills	Percentages
   Customer Service	27.45%
   Inbound Calls	12.92%
   Outbound Calls	12.30%
   TA	6.19%
   Debt Collection	6.15%

   Show more

3. Complete relevant transfer agent training and internships

   Accountants spend an average of 3-6 months on post-employment, on-the-job training. New transfer agents learn the skills and techniques required for their job and employer during this time. The chart below shows how long it takes to gain competency as a transfer agent based on U.S. Bureau of Labor Statistics data and data from real transfer agent resumes.

4. Research transfer agent duties and responsibilities

   • Schedule and meet individuals\groups for assign or self-generate leads, assist and enroll eligible individuals in suitable Medicare product.
   • Adhere to FDCPA regulations, federal, state and local law provisions.
   • Research inquiries and provide appropriate feedback including company policies, IRS regulations and compliance requirements.
   • Provide information to clients on Fidelityproducts, services, operational procedures, including 401k, transaction and NAV quotes.

5. Apply for transfer agent jobs

   Now it's time to start searching for a transfer agent job. Consider the tips below for a successful job search:

   1. Browse job boards for relevant postings
   2. Consult your professional network
   3. Reach out to companies you're interested in working for directly
   4. Watch out for job scams