Retirement Planning Consultant I

🕒 Setembro 29

🌵 Arizona – Remoto

🌵 Arizona – Remote

💵 $66.000 - $80.000 / ano

⏰ Tempo Integral

🔴 Especialista

💼 Consultor

🦅 Patrocina Visto H1B

Esta empresa já patrocinou vistos H1B no passado.

👻 Score fantasma 2%

O que significa: a chance de ninguém estar realmente contratando para esta vaga.Como ler: 60% ou mais significa que achamos que é uma vaga fantasma. Pontuações mais baixas preocupam menos.Como pontuamos: tempo em aberto, republicações, vagas abertas vs tamanho do time, rapidez para fechar vagas, e se o salário está divulgado.Observação: é uma estimativa de dados públicos, não um julgamento da empresa. Vagas reais podem ter pontuação alta, então use como uma dica, não como um fato.

Candidatar-se

Encontrar Vagas Remotas Similares

Transamerica

SiteLinkedInTodas as Vagas

5001 - 10000 funcionários

Fundada em 1904

💼 Consultoria

🏥 Saúde

💸 Finanças

Consulting • Healthcare • Finance

A Transamerica é uma empresa de serviços financeiros que oferece uma ampla gama de produtos e serviços, incluindo seguro de vida, planejamento de aposentadoria, fundos mútuos, anuidades e benefícios para funcionários. O objetivo é ajudar as pessoas a planejar seu futuro financeiro e viver suas melhores vidas, oferecendo ferramentas, educação e orientação baseadas em pesquisa. A Transamerica trabalha com instituições e consultores para fornecer soluções e serviços projetados para atender às necessidades em evolução de indivíduos e empregadores. A empresa também foca na segurança da aposentadoria e na gestão de investimentos, enfatizando a inovação e a liderança na indústria financeira.

Descrição

• Develop and execute strategies to promote participant action toward a fully funded retirement • Deliver key plan metrics, including retirement outlook and increased participant deferral rates • Develop and manage client relationships with Human Resources, management, and participants • Conduct group education meetings, workshops, webinars, and enrollment meetings • Conduct one-on-one retirement planning meetings with client employees • Use Transamerica products and services to help participants meet retirement objectives • Provide insight into funds offered under client plans, including fund objectives and performance • Identify asset retention needs and initiate discussions with participants • Open and fund solutions as an IAR and/or refer opportunities to the Transamerica Advice Center • Retain assets in plans and roll plan assets to an IRA under DOL fiduciary advice rules • Explain product options and make appropriate recommendations • Support participants with multi-product needs and connect them with product specialists • Maintain accurate records documenting progress toward goals • Promote, educate, and enroll participants into Managed Advice • Provide ongoing financial and planning support to Managed Advice participants • Support high-value participants who leave their employer and retain assets in the Transamerica plan • Hold regular meetings with internal partners and company stakeholders • Participate in projects expanding or enhancing the Retirement Education and Planning Services organization

🎯 Requisitos

• 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 Chartered Retirement Plan Counselor (CRPC), or obtain within 12 months; higher certification such as CFP, CRC, CEBS, ChFC, CIMA, or CRPS acceptable in lieu • 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 • Certified Financial Planner (CFP) preferred

🏖️ Benefícios

• Competitive Pay • Bonus for Eligible Employees • Pension Plan • 401k Match • Employee Stock Purchase Plan • Tuition Reimbursement • Disability Insurance • Medical Insurance • Dental Insurance • Vision Insurance • Employee Discounts • Career Training & Development Opportunities • Paid Time Off starting at 160 hours annually for employees in their first year of service • Ten (10) paid holidays per year • Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars • Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service • Adoption Assistance • Employee Assistance Program • Back-Up Care Program • PTO for Volunteer Hours • Employee Matching Gifts Program • Employee Resource Groups • Inclusion and Diversity Programs • Employee Recognition Program • Referral Bonus Programs • Performance incentives

📊 Verifique sua pontuação de currículo para esta vaga

Melhore suas chances de conseguir uma entrevista verificando sua pontuação de currículo antes de se candidatar.

Enviar Currículo