Retirement Planning Cnslt I - Client Team

Transamerica; Northern (KY); Hybrid; USD 66,000 - 80,000; Full time

Benefits offered by this job

Competitive Pay

Bonus Eligible

Pension Plan

401k Match

Medical Insurance

Tuition Reimbursement

Employee Discounts

Job summary

Transamerica seeks a dedicated on-site/remote retirement education specialist to advance participant outcomes across client locations. You will build client relationships, conduct group education meetings and one-on-one retirement planning sessions, and guide participants through Transamerica products to meet retirement goals.

You will promote Managed Advice enrollment, support HR and account teams, document progress, and travel up to 10% 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.
• RPA or CRPC, or obtain within 12 months; CFP/CRC/CEBS/ChFC/CIMA/CRPS acceptable in lieu.

Responsibilities

• Develop and execute strategies to promote participant action toward a fully funded retirement.
• Develop and manage client relationships from an educational perspective with HR and management.
• Conduct group education meetings, workshops, webinars, and enrollment meetings.
• Conduct one-on-one retirement planning meetings with client employees.
• Use Transamerica products to meet retirement objectives and explain fund options.
• Promote, educate and enroll participants into Managed Advice; provide ongoing planning support.
• Maintain records documenting progress toward goals and coordinate with internal partners.

Skills

Communication

Interpersonal skills

Presentation skills

Self-motivated

Organization

Time management

Learning systems

Education

Bachelor’s degree or equivalent

Job description

**Job Description Summary**Provides dedicated on-site support, educational and advisory services for a major client at one or more locations. Ensures that overall program objectives are met, including the delivery of quality group educational meetings and one-on-one retirement meetings. Serves as a trusted connector to Transamerica products and services for retirement advice.**Job Description****Responsibilities** * Develop and execute strategies and approaches to promote participant action toward a fully funded retirement; deliver on key plan metrics (i.e. retirement outlook, increase participant deferral rates, etc.).* Develop and manage client relationships from an educational perspective; build and foster productive relationships with Human Resources, management team 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 deliver a strategy to meet retirement objectives.* Provide participants with insight into the funds offered under each client plan, including fund objectives and performance.* Identify asset retention needs and initiate discussions with participants, including opening and funding solutions as an IAR and/or referring opportunities to the Transamerica Advice Center. Retain assets in plan and roll plan assets to an IRA under DOL fiduciary advice 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 current and accurate records to document progress towards goals.* Promote, educate and enroll participants into Managed Advice; provide on-going financial and planning support to participants in the Managed Advice program.* Provide ongoing support to high value participants that leave their employer and choose to keep assets within the Transamerica plan.* Hold regular meetings with internal partners, such as client executives, communication directors, account managers and other key company stakeholders.* Participate in projects for the expansion or enhancement of the Retirement Education and Planning Services organization.**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 (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.**Preferred Qualifications** * Certified Financial Planner (CFP)**Working Conditions** * Remote (Field/Travel) Environment* Occasional Travel <10%* Local travel may be required **Compensation***\\*\\*Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.\\*\\** The Salary for this position generally ranges between $66,000 - $80,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company discretion. This position is also currently eligible for performance incentives. Specifics will be reflected in individual incentive plan documents. **Disclaimer:** *Beware of fake job offers!*We’ve been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note:* We will **never** request personal information such as ID or payment for equipment upfront.* Official offers are sent via **DocuSign** following a verbal offer—not through text or email.**What We Offer**For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.Compensation Benefits* Competitive Pay* Bonus for Eligible EmployeesBenefits Package* Pension Plan* 401k Match* Employee Stock Purchase Plan* Tuition Reimbursement* Disability Insurance* Medical Insurance* Dental Insurance* Vision Insurance* Employee Discounts* Career Training & Development OpportunitiesHealth and Work/Life Balance Benefits* Paid Time Off starting at 160 hours annually for employees in their first year of service.* Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).* Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars* Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.* Adoption Assistance* Employee Assistance Program* Back-Up Care Program* PTO for Volunteer Hours* Employee Matching Gifts Program* Employee Resource Groups* Inclusion and Diversity Programs* Employee Recognition Program* Referral Bonus Programs