Retirement Planning Consultant ( Northern, CA or Sacramento, CA)

Transamerica; California (MO); 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. This role involves developing strategies to promote fully funded retirement plans, conducting educational sessions, and holding individual meetings with clients. The ideal candidate will possess strong communication and organizational skills, along with relevant financial certifications. Join a forward-thinking company that values work-life balance and offers a comprehensive benefits package, including medical, dental, and wellness programs. If you're passionate about making a positive impact in the financial services sector, this opportunity is perfect for you.

Benefits

401(k) Match

Pension

Tuition Reimbursement

Wellness Programs

Paid Time Off

Parental Leave

Adoption Assistance

Qualifications

• Bachelor’s degree or equivalent experience in a related field.
• Minimum of three years in financial services or related fields.

Responsibilities

• Develop strategies for participant action towards retirement plans.
• Conduct group education sessions and individual retirement planning meetings.

Skills

Communication Skills

Interpersonal Skills

Presentation Skills

Organizational Skills

Time Management

Ability to Learn New Systems

Education

Bachelor’s Degree

FINRA Series 6 or 7 License

Series 63 License

Retirement Plans Associate (RPA)

Chartered Retirement Plan Counselor (CRPC)

Tools

CRM Software

Job description

Job Responsibilities

Develop and implement strategies to promote participant action toward fully funded retirement plans, and achieve key metrics such as retirement outlook and participant deferral rates.

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

Hold individual retirement planning meetings with client employees.

Utilize Transamerica products and services to help participants develop strategies for retirement objectives.

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

Identify opportunities for asset gathering and retention, making necessary connections to the Transamerica Advice Center for plan and IRA consolidations.

Explain product options to ensure participant understanding.

Assist participants with multi-product needs and collaborate with other product specialists as required.

Accurately document participant interactions and progress in CRM software.

Participate in projects aimed at expanding or enhancing Retirement Education and Planning Services.

Qualifications

• Bachelor’s degree or equivalent experience in a related field.
• FINRA Series 6 or 7 license.
• Series 63 license or obtain within six months.
• Retirement Plans Associate (RPA), Charted Retirement Plan Counselor (CRPC), or higher certifications such as CFP, CRC, CEBS, ChFC, CIMA, CRPS, with specified timelines for obtaining these certifications.
• Minimum of three years in financial services or related fields.
• Strong communication, interpersonal, and presentation skills.
• Self-motivated with excellent organization and time management skills.
• Ability to quickly learn new systems and technologies.

Working Conditions

Remote work with no office reporting requirements, with travel up to 60%, including occasional weekends and holidays.

Locations

Northern California

Compensation

Estimated salary range: $66,000 - $80,000 annually, plus potential bonuses based on performance. Compensation details are estimates and may vary.

Additional Benefits

Comprehensive benefits package including medical, dental, vision, 401(k) match, pension, stock purchase plan, tuition reimbursement, and wellness programs.

Work/life balance benefits such as paid time off, holidays, parental leave, adoption assistance, and employee resource groups.

Inclusion & Diversity

Committed to fostering an inclusive workplace through various programs and recognition, including the Human Rights Campaign Index and other diversity awards.

Community Engagement

Support through the Aegon Transamerica Foundation, focusing on community grants and employee volunteer efforts.