Regional Retirement Plan Advisor

Transamerica; Denver (CO); Híbrido; USD 115.000 - 175.000; Tempo integral

Benefícios oferecidos por esta vaga

Pension Plan

401k Match

Employee Stock Purchase Plan

Tuition Reimbursement

Disability Insurance

Medical Insurance

Dental Insurance

Vision Insurance

Employee Discounts

Career Training & Development

Resumo da vaga

Transamerica is seeking a Retirement Consultant to generate qualified retirement plan sales and manage relationships with financial professionals, TPAs, and plan sponsors. You will work with a local RVP across a geographic territory to meet annual plan and asset sale goals.

The role requires FINRA licenses, life insurance certification, and strong communication, analytical, and MS Office skills. A hybrid work environment and travel are expected.

Qualificações

• Bachelor’s degree in a business field or equivalent experience
• FINRA Series 6 or 7
• FINRA Series 63 or 66
• Life insurance license, as required by state(s), or obtain within 90 days of job entry date
• One year of relevant financial services experience such as internal sales experience, financial advisor, or similar work in the retail banking industry
• Excellent listening skills to assess customer needs
• Excellent communication and interpersonal skills
• Critical thinking skills to analyze data and make well-reasoned decisions
• Proficiency using MS Office suite

Responsabilidades

• Manage the Request for Proposal (RFP) process and requests for information
• Analyze customer product needs based upon advisor value proposition, plan sponsor requirements, and employee necessities
• Package Transamerica solutions across multiple service models for plan sponsors, advisors, and TPAs
• Develop retirement plan pricing and investment research
• Engage in proactive advisor outreach and relationship cultivation
• Partner with RVP/IW to develop advisor networks and opportunities
• Prospect and sell to advisors and plan sponsors in sub $3M market
• Coordinate post-sale documentation and onboarding with internal teams
• Finalize product/service selections and coordinate with implementation
• Resolve issues and keep advisors updated on progress
• Stay updated on group retirement landscape and regulatory changes
• Drive marketing/advisor communications via outbound calls
• Handle post-sale service issues and route inquiries

Conhecimentos

Listening skills

Communication

Critical thinking

MS Office

Formação

Bachelor’s degree in business or equivalent experience

FINRA Series 6/7

FINRA Series 63/66

Life insurance license (state required or within 90 days)

Ferramentas

MS Office Suite

Descrição da vaga

Transamerica is seeking a Retirement Consultant to generate qualified retirement plan sales and manage relationships with financial professionals, TPAs, and plan sponsors. You will work with a local RVP across a geographic territory to meet annual plan and asset sale goals.

The role requires FINRA licenses, life insurance certification, and strong communication, analytical, and MS Office skills. A hybrid work environment and travel are expected.