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Retirement Planning Cnslt I - Client Team (East NY/W CT)
entry · Consulting
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.
- 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.
- 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
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, and salary may vary above or below these 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 the Company’s discretion.