Retirement Planning Consultant (Birmingham, AL or Memphis, TN)

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

Job summary

A leading financial services company seeks a Retirement Planner to develop strategies for enhancing participant engagement. The role involves conducting educational seminars, providing one-on-one retirement planning, and collaborating on projects to improve offer effectiveness. The ideal candidate will possess strong interpersonal skills, relevant certifications, and experience in financial services.

Benefits

Competitive pay and bonuses

Comprehensive benefits including 401k match and tuition reimbursement

Work/life balance benefits like paid time off and parental leave

Qualifications

• Bachelor's degree or equivalent experience in a related field.
• Three years of financial services or related experience required.
• Certifications like RPA, CRPC, CFP needed within specified timeframe.

Responsibilities

• Develop strategies to enhance retirement participant engagement.
• Conduct educational meetings and one-on-one planning sessions.
• Document interactions in CRM software.

Skills

Strong communication

Interpersonal skills

Presentation skills

Self-motivated

Organization

Time-management

Adaptability to systems

Education

Bachelor’s degree or equivalent experience

FINRA Series 6 or 7

FINRA Series 63 (or obtain within six months)

Retirement Plans Associate (RPA), Chartered Retirement Plan Counselor (CRPC), or higher certification

Three years of financial services or related experience

Job description

Develop and execute strategies to promote participant action toward a fully funded retirement and achieve key plan metrics (e.g., retirement outlook, increased participant deferrals).

Conduct group education meetings, workshops, webinars, and enrollment sessions to meet client and Transamerica goals.

Hold one-on-one retirement planning meetings with client employees.

Utilize Transamerica products and services to help participants meet their retirement objectives.

Provide insights into funds offered under each client plan, including objectives and performance.

Identify asset gathering and retention opportunities, connecting with the Transamerica Advice Center for consolidation through retirement plan and IRA options.

Explain and ensure participants understand product options.

Assist participants with multi-product needs and coordinate with other product specialists as needed.

Document interactions and progress in our CRM software promptly.

Participate in projects to expand or enhance the Retirement Education and Planning Services Organization.

Qualifications:

• Bachelor’s degree or equivalent experience in a related field.
• FINRA Series 6 or 7.
• FINRA Series 63 or obtain within six months.
• Retirement Plans Associate (RPA), Charted Retirement Plan Counselor (CRPC), or higher certification (e.g., CFP, CRC, CEBS, ChFC, CIMA, CRPS), or obtain within 12 months.
• Three years of financial services or related experience.
• Strong communication and interpersonal skills.
• Effective presentation skills for sales support.
• Self-motivated with target-driven mindset.
• Excellent organization and time-management skills.
• Ability to quickly learn new systems and technologies.

Working Conditions:

Remote work for non-commuting employees, with travel up to 60%, including occasional weekends and holidays.

Locations: Birmingham, AL and Memphis, TN.

The salary range is approximately $66,000 to $80,000 annually, with potential bonuses based on performance. Compensation may vary based on qualifications and operational needs.

This job description is not a contract and may be modified at the company's discretion. Employees requiring accommodations should contact HR.

What We Offer:

• Competitive pay and bonuses
• Comprehensive benefits including pension, 401k match, stock purchase, tuition reimbursement, and insurance options
• Work/life balance benefits like paid time off, holidays, wellness programs, parental leave, and more

Inclusion & Diversity:

We promote an inclusive workplace, recognized by various indexes and awards, with Employee Resource Groups and diversity programs.

Giving Back:

Through the Aegon Transamerica Foundation, we support community nonprofits via grants and employee volunteer efforts, reflecting our commitment to societal impact.