Retirement-Planning-Consultant

Job Description

Job Description Summary
Provides dedicated virtual/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 virtual/in person 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 through the use of MS Teams/Go to Meeting/phone and in person.
• 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 virtual 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.
• 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

• Office environment.
• Occasional local travel.

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.

Working Conditions

• On client site
• Occasional local travel.