Retirement Planning Consultant (Austin, TX)

Transamerica; Town of Texas (WI); Remote; USD 66,000 - 80,000; Full time

Job summary

An established industry player is seeking a dedicated professional to enhance participant engagement in retirement planning. In this role, you will develop and implement strategies to promote financial wellness, conduct educational workshops, and foster relationships with clients and their employees. You will leverage a suite of products to guide participants in achieving their retirement goals. This position offers a dynamic work environment with opportunities for personal growth and a comprehensive benefits package, including competitive pay, bonuses, and a commitment to diversity and inclusion. Join a forward-thinking organization that values your contributions and supports your career aspirations.

Benefits

Competitive Pay

Bonus for Eligible Employees

Benefits Package

Pension Plan

401k Match

Employee Stock Purchase Plan

Tuition Reimbursement

Disability Insurance

Medical Insurance

Vision Insurance

Qualifications

• 3+ years of financial services experience required.
• Must obtain FINRA Series 63 within six months.

Responsibilities

• Develop and execute strategies for participant retirement planning.
• Conduct group education meetings and one-on-one retirement planning.

Skills

Strong communication skills

Interpersonal skills

Presentation skills

Self-motivation

Organization skills

Time-management skills

Ability to learn new systems

Education

Bachelor’s degree in a related field

FINRA Series 6 or 7

FINRA Series 63 or obtain within six months

Retirement Plans Associate (RPA) or Charted Retirement Plan Counselor (CRPC)

Higher certification (e.g. CFP, CRC, CEBS, ChFC, CIMA, CRPS)

Tools

CRM software

Job description

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 create and execute 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 gathering and retention opportunities; make connections, as necessary, to the Transamerica Advice Center for consolidation through the retirement plan and IRA options.

Explain and ensure participants understand product options;

Work with participants with multi-product needs and connect with other product specialists as needed.

Document participant interactions and progress towards goals with timely entries to our CRM software.

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.

Three years of financial services or related 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.

Strong communication and interpersonal skills.

Presentation skills for group and 1:1 interaction.

Self-motivated to drive toward set targets.

Organization and time-management skills.

Ability to quickly learn new systems/technology.

Location:

Austin, TX

Working Conditions:

Commuting Remote employees will need to report to a Company office location at times, but will perform their work primarily remotely.

Occasional local travel.

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 job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed.

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.

• Competitive Pay
• Bonus for Eligible Employees
• Benefits Package
• Pension Plan
• 401k Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance
• Medical Insurance
• Vision Insurance
• Employee Discounts

Health 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
• College Coach 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

Inclusion & Diversity

We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.

Giving Back

We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.

Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 29.5 million people across the globe. It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives.