Retirement Planning Consultant I

🔥 1 minute ago

🌵 Arizona – Remote

🌵 Arizona – Remote

💵 $66k - $80k / year

⏰ Full Time

🔴 Lead

💼 Consultant

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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Transamerica

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1904

💼 Consulting

🏥 Healthcare

💸 Finance

Consulting • Healthcare • Finance

Transamerica is a financial services company that provides a diverse range of products and services, including life insurance, retirement planning, mutual funds, annuities, and employee benefits. It aims to help individuals plan for their financial future and live their best lives by offering research-based tools, education, and guidance. Transamerica works with institutions and advisors to deliver solutions and services designed to attend to the evolving needs of individuals and employers. They also focus on retirement security and investment management, emphasizing innovation and leadership in the financial industry.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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