Retirement Planning Consultant I – Retirement Education

🕒 Agosto 6

🦌 Connecticut, New York – Remoto

🦌 Connecticut – Remote 🗽 New York – Remote

💵 $66.000 - $80.000 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

💼 Consultor

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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 and deliver key plan metrics • Develop and manage client relationships with Human Resources, management teams, 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 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 plans and roll plan assets to an IRA under DOL fiduciary advice rules • Support participants with multi-product needs and connect them with other product specialists • Maintain current and accurate records documenting progress toward goals • Provide ongoing support to high-value participants who leave their employer and retain assets within the Transamerica plan • Hold regular meetings with internal partners, including client executives, communication directors, account managers, and other 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 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: Certified Financial Planner (CFP) • Occasional travel under 10%; local travel may be required

🏖️ Benefícios

• Competitive Pay • Bonus for Eligible Employees • Benefits Package • Pension Plan • 401k Match • Employee Stock Purchase Plan • Tuition Reimbursement • Disability Insurance • Medical Insurance • Dental Insurance • Vision Insurance • Employee Discounts • Career Training & Development Opportunities • Health and Work/Life Balance Benefits • 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, including 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

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