Remote Retirement Planning Advisor

Transamerica; United States; Remote; USD 66,000 - 80,000; Full time

Benefits offered by this job

Pension Plan

401k Match

Tuition Reimbursement

Disability Insurance

Medical Insurance

Dental Insurance

Job summary

Transamerica is seeking a Retirement Education and Planning Services professional to deliver on-site education and advisory services for a major client at one or more locations. You will educate participants, conduct retirement planning meetings, and use Transamerica solutions to help clients meet retirement goals.

The role involves developing strategies, building relationships with HR and participants, and delivering workshops, webinars, and enrollment meetings.

Qualifications

• 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 Charted Retirement Plan Counselor (CRPC), or obtain within 12 months. Higher certification acceptable in lieu of RPA/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.

Responsibilities

• Develop and execute strategies to promote participant action toward a fully funded retirement; deliver on key plan metrics.
• Develop and manage client relationships from an educational perspective; build relationships with HR, management, and participants.
• Conduct group education meetings, deliver workshops, webinars and enrollment meetings to achieve client and Transamerica goals.
• Conduct one-on-one retirement planning meetings with client employees.
• Use Transamerica products and services to help participants meet retirement objectives.
• Provide participants with insight into funds offered under each client plan, including fund objectives and performance.
• Identify asset retention needs and initiate discussions with participants; retain assets in plan and roll plan assets to an IRA under fiduciary rules.
• Explain and ensure participants understand product options; make appropriate recommendations.
• Work with participants with multi-product needs and connect with other product specialists as needed.
• Maintain records to document progress towards goals.
• Promote, educate and enroll participants into Managed Advice; provide ongoing financial planning support.
• Provide ongoing support to high-value participants that leave their employer and keep assets within the plan.
• Hold regular meetings with internal partners and key stakeholders.
• Participate in projects for expanding Retirement Education and Planning Services.

Skills

Communication

Interpersonal skills

Presentation

Self-motivated

Time management

Adaptability

Education

Bachelor’s degree or equivalent

RPA/CRPC or CFP/CRC/CEBS acceptable in lieu

3 years financial services experience

Job description

Transamerica is seeking a Retirement Education and Planning Services professional to deliver on-site education and advisory services for a major client at one or more locations. You will educate participants, conduct retirement planning meetings, and use Transamerica solutions to help clients meet retirement goals.

The role involves developing strategies, building relationships with HR and participants, and delivering workshops, webinars, and enrollment meetings.