Retirement Planning Consultant I
Job Family Business Development / Direct Sales
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. Who We Are 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. What We Do 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.* For more information, visit transamerica.com.
Job Description
Summary Provides dedicated on-site support, educational and advisory services for a major client at one or more locations. Ensures that overall program objectives are met, including the delivery of quality group educational meetings and one-on-one retirement meetings. Serves as a trusted connector to Transamerica products and services for retirement advice.
Job Description
Responsibilities Develop and execute strategies and approaches to promote participant action toward a fully funded retirement; deliver on key plan metrics (i.e. retirement outlook, increase participant deferral rates, etc.). Develop and manage client relationships from an educational perspective; build and foster productive relationships with Human Resources, management team and participants. Conduct group education meetings, deliver workshops, webinars and enrollment meetings to achieve client and Transamerica goals. Conduct one-on-one retirement planning meetings with client employees. Use Transamerica products and services to help participants deliver a strategy to meet retirement objectives. Provide participants with insight into the funds offered under each client plan, including fund objectives and performance. Identify asset retention needs and initiate discussions with participants, including opening and funding solutions as an IAR and/or referring opportunities to the Transamerica Advice Center. Retain assets in plan and roll plan assets to an IRA under DOL fiduciary advice rules. Explain and ensure participants understand product options; make appropriate recommendations. Work with participants with multi-product needs and connect with other product specialists as needed. Maintain current and accurate records to document progress towards goals. Promote, educate and enroll participants into Managed Advice; provide on-going financial and planning support to participants in the Managed Advice program. Provide ongoing support to high value participants that leave their employer and choose to keep assets within the Transamerica plan. Hold regular meetings with internal partners, such as client executives, communication directors, account managers and other key company stakeholders. Participate in projects for the expansion or enhancement of the Retirement Education and Planning Services organization.
Qualifications
Bachelor’s degree in a related field or equivalent business experience. FINRA Series 6 or 7. FINRA Series 63 or obtain within six months. Retirement Plans Associate (RPA) or Charted Retirement Plan Counselor (CRPC), or obtain within 12 months. Higher certification (e.g. CFP, CRC, CEBS, ChFC, CIMA, CRPS) acceptable in lieu of RPA or CRPC. Three years of financial services or related experience. Strong communication and interpersonal skills. Presentation skills to support the sales process. Self-motivated to drive toward set targets. Organization and time-management skills. Ability to quickly learn new systems/technology.
Preferred Qualifications
Certified Financial Planner (CFP) Working Conditions Remote (Field/Travel) Environment Occasional Travel Apply To This Job