Strategic Retirement Planner — Remote

Transamerica; Texas; Hybrid; USD 66,000 - 80,000; Full time

Benefits offered by this job

Compensation Benefits

Benefits Package

Pension Plan

401k Match

Job summary

Transamerica is seeking a dynamic Business Development/Direct Sales professional to provide on-site and remote retirement education and advisory services for major clients. You will support retirement goals, promote Educated decisions, and partner with HR and executives to achieve plan objectives.

The role involves group meetings, one-on-one planning, and utilization of Transamerica products to guide participants toward retirement objectives. Remote/field travel may be required.

Qualifications

• Bachelor’s degree in a related field or equivalent business experience.
• At least three years in financial services or related field.
• Strong communication and interpersonal skills.
• Ability to present and support the sales process.

Responsibilities

• Develop and execute strategies to promote retirement plan participation and contribute to plan metrics.
• Develop and manage client relationships with HR, management and participants.
• Lead group education meetings, workshops, webinars and enrollments.
• Conduct one-on-one retirement planning meetings.
• Advise on Transamerica products to meet retirement objectives.
• Explain fund options and performance to participants.
• Identify asset retention needs and refer opportunities.
• Assist with asset retention and IRA rollovers.
• Explain options and make recommendations.
• Collaborate with product specialists on multi-product needs.
• Maintain records to track progress.
• Enroll participants into Managed Advice and provide ongoing planning support.
• Support high-value participants who keep assets post-employment.
• Meet with internal partners and stakeholders regularly.
• Contribute to Retirement Education/Planning Services projects.

Skills

Communication skills

Presentation skills

Self-motivated

Organization & time-management

Tech literacy

Education

Bachelor’s degree or equivalent business experience

Job description

Transamerica is seeking a dynamic Business Development/Direct Sales professional to provide on-site and remote retirement education and advisory services for major clients. You will support retirement goals, promote Educated decisions, and partner with HR and executives to achieve plan objectives.

The role involves group meetings, one-on-one planning, and utilization of Transamerica products to guide participants toward retirement objectives. Remote/field travel may be required.