Retirement-Planning-Consultant-I-Client-Team

Job Description

Job Description Summary
At Transamerica we’ve seen that Wealth + Health are inextricably linked, and that living well tomorrow starts with the habits we form today. That’s why we’re passionate about inspiring our customers to improve their financial health- and their overall well-being- to optimize how well they are prepared for the future. We’re seeking people who can help us to continue to inspire, by bringing fresh ideas and varying perspectives, and helping us to shake up the status quo! Come join our supportive culture that encourages a healthy lifestyle, community giving, diversity, collaboration, retirement readiness, lifelong learning and fun!
Job Description

This position is based in North Carolina

The Retirement Plan Consultant plays an integral role in helping others to become financially prepared for their future. As a dedicated resource to an assigned group of institutional clients and their plan participants, the Retirement Plan Consultant provides world class service and support through educational presentations and seminars, and individual retirement readiness consulting. They also play a critical role in helping to grow plan participation, and advance and retain Transamerica’s relationships with our vast network of institutional clients.

If you are a licensed financial services professional and an outstanding relationship builder, you are customer focused, self- motivated, goal driven, and can engage an audience with your excellent communication and presentation skills, then take a look at this great opportunity at Transamerica!

What You Will Do:

• 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 participation 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 participants.
• Use Transamerica 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, attract, and retain assets.
• Explain and ensure participants understand their retirement options, and provide appropriate guidance.
• Maintain current and accurate records to document progress towards goals.
• Promote, educate and enroll participants into Managed Advice where appropriate.
• Develop and manage relationships, and 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.

What You Will Learn:

• You will develop a deep understanding of Transamerica’s corporate structure.
• Learn Transamerica services, processes and formula for conducting successful Retirement Readiness meetings
• Develop a deep familiarization of your client approved presentations in order to deliver accurate, informative and engaging seminars
• You will learn TA systems in order to prepare appropriate reports and customize existing educational seminars and materials for your audiences

What Success Looks Like:

• Obtain any outstanding required licenses within the specified 6 or 12 month permitted time frame
• Deliver on plan metric goals
• Develop a personal business plan, to ensure that you are meeting or exceeding your goals.
• Successfully schedule, organize, and conduct group presentations.
• Successfully schedule, organize, and conduct individual Participant interactions
• Knowledge and interviewing skills to expand the conversation into a holistic approach to overall financial fitness.

What You Need:

• Bachelor’s degree in a related field or equivalent business experience.
• FINRA Series 6 or 7 at time of application.
• FINRA Series 63 and 65 combined, or FINRA 66, or obtain within six months.
• Charted Retirement Plan Counselor (CRPC), or obtain within 12 months. Higher certification (e.g. CFP, CRC, CEBS, ChFC, CIMA, CRPS) acceptable in lieu of CRPC.
• Three years of financial services or related experience.
• Strong communication and interpersonal skills.
• Presentation skills to support group meetings and seminars.
• Self-motivated to drive toward set targets.
• Organization and time-management skills.
• Ability to quickly learn new systems/technology.

What We Also Prefer:

• Certified Financial Planner (CFP)

What You Receive:

A Comprehensive Wealth + Health package. It’s our passion to empower people, and especially our employees, to add years to their lives and more life to their years. That means a healthy account balance and a healthy body to match. As you’ll come to discover, Wealth + Health is a central part of everything we do!

Wealth Benefits ; Competitive Pay, Quarterly and Annual Bonuses, Comprehensive Benefits Package, Pension Plan, 401K Match, Employee Stock Purchase Plan, Tuition Reimbursement, Disability Insurance, Employee Discounts, Career Training & Development Opportunities, and more

Health and Work/Life Balance Benefits ; Be Well Company sponsored holistic wellness program which includes Wellness Coaching and reward dollars, Parental Leave, Paid Time Off, Adoption Assistance, Employee Assistance Program, College Coach Program, Back-up Care Program, Paid time to Volunteer, Employee Matching Gifts Program, Employee Resource Groups, Inclusion and Diversity Programs, Employee Recognition Program.