Remote Retirement Planning Consultant & Educator

Transamerica; Arizona; Remote; USD 66,000 - 80,000; Full time

Benefits offered by this job

401k Match

Tuition Reimbursement

Medical Insurance

Dental Insurance

Vision Insurance

Paid Time Off 160 hours annually

Parental Leave

Job summary

Transamerica is seeking a Retirement Education Specialist to deliver on-site retirement education and advisory services to a major client at one or more locations. You will ensure program objectives, conduct group workshops and one-on-one sessions, and guide participants toward funded retirement strategies.

The role requires building trusted relationships with HR, management, and participants, using Transamerica products to meet retirement goals, and maintaining accurate records of progress and

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 CRPC, or obtain within 12 months.
• 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.
• Certified Financial Planner (CFP) preferred.

Responsibilities

• Develop and execute strategies to promote retirement readiness and client engagement.
• Build client relationships from an educational perspective with HR, management, and participants.
• Deliver group education meetings, workshops, webinars, and enrollment sessions.
• Conduct one-on-one retirement planning meetings with employees.
• Utilize Transamerica products to meet retirement objectives.
• Explain fund objectives and performance to participants.
• Identify asset retention needs and discuss IAR or referrals to the Advice Center.
• Explain options and make appropriate product recommendations.
• Collaborate with participants with multi-product needs and other product specialists.

Skills

Communication

Presentation skills

Organization

Time management

Self-motivated

Learning new systems

Education

Bachelor’s degree or equivalent

Job description

Transamerica is seeking a Retirement Education Specialist to deliver on-site retirement education and advisory services to a major client at one or more locations. You will ensure program objectives, conduct group workshops and one-on-one sessions, and guide participants toward funded retirement strategies.

The role requires building trusted relationships with HR, management, and participants, using Transamerica products to meet retirement goals, and maintaining accurate records of progress and