Retirement Planning Consultant I – Retirement Education

🔥 3 minutes ago

🦌 Connecticut, New York – Remote

🦌 Connecticut – Remote 🗽 New York – Remote

💵 $66k - $80k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Consultant

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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 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

🎯 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 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

🏖️ Benefits

• 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