Remote Retirement Planning Consultant

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

Benefits offered by this job

Competitive Pay

401k Match

Benefits Package

Tuition Reimbursement

Job summary

Transamerica Corporation seeks a Retirement Education Advisor to deliver on-site retirement education and advisory services for a major client across locations. You will lead group meetings and one-on-one planning to help participants meet retirement goals, and connect them with Transamerica solutions.

You will build relationships with HR, management, and participants, run workshops and enrollment sessions, and promote Managed Advice while keeping records and meeting program metrics.

Qualifications

• Bachelor’s degree or equivalent business experience.
• FINRA Series 6 or 7 required; 63 within six months.
• RPA or CRPC or higher certification within 12 months.
• CFP/ChFC/CEBS or similar accepted in lieu of RPA/CRPC.

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 with HR, management, and participants.
• Conduct group education meetings, workshops, webinars, and enrollment meetings.
• Conduct one-on-one retirement planning meetings with client employees.
• Explain and ensure participants understand product options and make appropriate recommendations.
• Promote, educate and enroll participants into Managed Advice; provide ongoing planning support.

Skills

Communication skills

Presentation skills

Interpersonal skills

Self-motivated

Time management

Technology aptitude

Education

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)

CFP/ChFC/CEBS/ChFC/CRPS or higher

Three years of financial services experience

Job description

Transamerica Corporation seeks a Retirement Education Advisor to deliver on-site retirement education and advisory services for a major client across locations. You will lead group meetings and one-on-one planning to help participants meet retirement goals, and connect them with Transamerica solutions.

You will build relationships with HR, management, and participants, run workshops and enrollment sessions, and promote Managed Advice while keeping records and meeting program metrics.