Retirement-Planning-Consultant-I-(Salt-Lake-City-Area)

Job Description

Job Description Summary
Provides educational and advisory services to one or more clients virtually or in person. Responsible for plan promotion, participant education and managing education campaigns. Conducts in person or virtual group educational meetings and one-on-one counseling sessions with participants on retirement and investment needs. Provides guidance and transparency to participants on retirement product solutions. Responsible for generating leads and managing projects.
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 both onsite and virtually.
• 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.

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.
• FINRA Series 65 or 66, or obtain with 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

• Work from home office environment.
• Extensive overnight and weekend travel (75%).

This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.