Retirement Planning Advisor - Hybrid/Remote

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

Benefits offered by this job

Competitive pay

Performance incentives

401k match

Tuition reimbursement

Medical insurance

Dental insurance

Vision insurance

Employee discounts

Job summary

Transamerica is seeking a Retirement Education and Planning Specialist to deliver on-site support, education, and advisory services for a major client at multiple locations. You will conduct group meetings, enrollment sessions, and one-on-one planning to help participants meet retirement goals and optimize their plan assets.

The role requires FINRA licenses, strong communication skills, and the ability to drive toward target outcomes while traveling as needed.

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. Higher certification (e.g. CFP, CRC, CEBS, ChFC, CIMA, CRPS) acceptable in lieu of RPA or 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 retirement funding and deferral goals.
• Develop and manage client relationships with HR, management and participants.
• Conduct group education meetings, workshops, webinars and enrollment meetings.
• Conduct one-on-one retirement planning meetings with client employees.
• Use Transamerica products to help participants meet retirement objectives.
• Explain fund objectives and performance of client plan options.
• Identify assets and initiate discussions for IAR/fiduciary guidance as appropriate.
• Promote and enroll participants into Managed Advice programs.
• Provide ongoing support to high-value participants retaining assets in the plan.

Skills

Strong communication

Interpersonal skills

Presentation skills

Self-motivated

Organization and time-management

Ability to learn new systems/tech

Education

Bachelor’s degree or equivalent experience

FINRA Series 6 or 7

FINRA Series 63 (within 6 months)

RPA or CRPC (or CFP/CEBS/ChFC/CRPS) within 12 months

Job description

Transamerica is seeking a Retirement Education and Planning Specialist to deliver on-site support, education, and advisory services for a major client at multiple locations. You will conduct group meetings, enrollment sessions, and one-on-one planning to help participants meet retirement goals and optimize their plan assets.

The role requires FINRA licenses, strong communication skills, and the ability to drive toward target outcomes while traveling as needed.