Regional Retirement Plan Consultant — Hybrid Growth Role

Transamerica Corporation; Denver (CO); Híbrido; USD 104.000 - 127.000; Tempo integral

Benefícios oferecidos por esta vaga

Comprehensive Benefits Package

Pension Plan

401k Match

Employee Stock Purchase Plan

Tuition Reimbursement

Disability Insurance

Medical Insurance

Dental Insurance

Vision Insurance

Paid Time Off

Holidays

Be Well Wellness Program

Parental Leave

Resumo da vaga

Transamerica Corporation is seeking a Regional Retirement Consultant to drive qualified retirement plan sales and manage relationships with financial professionals, TPAs and plan sponsors. The role partners with a local RVP to meet annual sales goals and ensure ongoing client satisfaction.

A strong background in retirement solutions and advisor engagement is essential. The position offers a hybrid work environment with substantial commission potential, a comprehensive benefits package, and

Qualificações

• Bachelor’s degree or equivalent experience.
• FINRA licenses required by state or obtain within 90 days of entry.

Responsabilidades

• Manage RFP process and requests for information.
• Analyze customer product needs based on advisor value proposition and plan sponsor requirements.
• Package Transamerica solutions for plan sponsors, advisors, and TPAs across multiple service models.
• Develop retirement plan pricing and conduct investment research and fund mapping.
• Engage in proactive advisor outreach and cultivate advisor relationships.
• Support post-sale and coordinate with internal implementation teams for onboarding.
• Serve as a point of contact to resolve issues and keep advisors informed.
• Stay updated on regulatory changes and market landscape.

Conhecimentos

FINRA Series 6/7

FINRA Series 63/66

Life insurance license

Sales experience

Listening skills

Communication skills

Critical thinking

MS Office proficiency

Formação

Bachelor’s degree in business or equivalent

Ferramentas

MS Office

Descrição da vaga

Transamerica Corporation is seeking a Regional Retirement Consultant to drive qualified retirement plan sales and manage relationships with financial professionals, TPAs and plan sponsors. The role partners with a local RVP to meet annual sales goals and ensure ongoing client satisfaction.

A strong background in retirement solutions and advisor engagement is essential. The position offers a hybrid work environment with substantial commission potential, a comprehensive benefits package, and