Remote Retirement Planning Consultant

Transamerica; Bloomington (IN); Hybrid; USD 66,000 - 80,000; Full time

Benefits offered by this job

401(k) Match

Employee Stock Purchase Plan

Tuition Reimbursement

Paid Time Off starting at 160 hours annually

Job summary

Transamerica is looking for a dedicated professional to provide on-site support and advisory services for retirement planning. This role involves developing strategies to promote retirement funding, managing client relationships, and conducting meetings. Candidates should have a bachelor's degree, relevant financial certifications, and at least three years of experience in financial services. The position offers a competitive salary, comprehensive benefits, and opportunities for professional growth.

Qualifications

• Bachelor’s degree in a related field or equivalent experience.
• FINRA Series 6 or 7 certification required.
• Three years of financial services or related experience.

Responsibilities

• Develop strategies to promote retirement funding and deliver educational content.
• Manage client relationships and conduct educational meetings.
• Provide retirement planning support and services.

Skills

Strong communication and interpersonal skills

Presentation skills

Organizational skills

Self-motivated

Time-management skills

Ability to quickly learn new systems/technology

Education

Bachelor’s degree in a related field or equivalent experience

FINRA Series 6 or 7

FINRA Series 63 or obtain within six months

Retirement Plans Associate (RPA) or equivalent certification

Job description

Transamerica is looking for a dedicated professional to provide on-site support and advisory services for retirement planning. This role involves developing strategies to promote retirement funding, managing client relationships, and conducting meetings. Candidates should have a bachelor's degree, relevant financial certifications, and at least three years of experience in financial services. The position offers a competitive salary, comprehensive benefits, and opportunities for professional growth.