Retirement Planning Consultant I

This is a fully remote position, open to applicants in Arizona.

📋 Description

• Design and implement strategies that encourage participant engagement towards achieving a fully funded retirement.

• Present essential plan metrics, such as retirement outlook and enhanced participant deferral rates.

• Cultivate and oversee client relationships with Human Resources, management, and participants.

• Facilitate group education sessions, workshops, webinars, and enrollment meetings.

• Conduct individualized retirement planning consultations with client employees.

• Utilize Transamerica products and services to assist participants in reaching their retirement goals.

• Offer insights into the funds available under client plans, including their objectives and performance.

• Recognize asset retention requirements and initiate conversations with participants.

• Open and fund solutions as an IAR and/or refer opportunities to the Transamerica Advice Center.

• Retain assets in plans and transition plan assets to an IRA following DOL fiduciary advice regulations.

• Clarify product options and provide suitable recommendations.

• Assist participants with diverse product needs and connect them with product specialists.

• Keep precise records documenting progress towards goals.

• Promote, educate, and enroll participants into Managed Advice.

• Provide continuous financial and planning support to Managed Advice participants.

• Assist high-value participants who depart their employer while retaining assets in the Transamerica plan.

• Conduct regular meetings with internal partners and company stakeholders.

• Engage in projects that expand or enhance the Retirement Education and Planning Services organization.

⛳️ Requirements

• Bachelor’s degree in a related field or relevant business experience.

• FINRA Series 6 or 7 certification.

• FINRA Series 63 or ability to obtain within six months.

• Retirement Plans Associate (RPA) or Chartered Retirement Plan Counselor (CRPC), or the ability to acquire within 12 months; higher certifications such as CFP, CRC, CEBS, ChFC, CIMA, or CRPS are acceptable alternatives.

• Minimum of three years of experience in financial services or a related field.

• Excellent communication and interpersonal abilities.

• Presentation skills to facilitate the sales process.

• Self-driven individual focused on achieving set targets.

• Strong organizational and time-management capabilities.

• Quick adaptability to learn new systems and technologies.

• Certified Financial Planner (CFP) designation is preferred.

🏝️ Benefits

• Competitive Pay.

• Bonus for Eligible Employees.

• Pension Plan.

• 401k Match.

• Employee Stock Purchase Plan.

• Tuition Reimbursement.

• Disability Insurance.

• Medical Insurance.

• Dental Insurance.

• Vision Insurance.

• Employee Discounts.

• Career Training & Development Opportunities.

• Paid Time Off starting at 160 hours annually for employees in their first year of service.

• Ten (10) paid holidays per year.

• Be Well Company holistic wellness program, including Wellness Coaching and Reward Dollars.

• Parental Leave – fifteen (15) days of paid parental leave per calendar year for eligible employees with at least one year of service.

• Adoption Assistance.

• Employee Assistance 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.

• Performance incentives.