Retirement Planning Consultant I – Retirement Education

This is a fully remote position, open to applicants in Connecticut, +1 more state.

📋 Description

• Create and implement strategies that encourage participant engagement towards achieving a fully funded retirement and track essential plan metrics.

• Build and maintain strong client relationships with Human Resources, management teams, and participants.

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

• Conduct personalized 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 each client plan, including fund objectives and performance metrics.

• Identify asset retention requirements and initiate conversations with participants, including opening and funding solutions as an Investment Advisor Representative (IAR) and/or referring opportunities to the Transamerica Advice Center.

• Retain assets within plans and facilitate the rollover of plan assets to an IRA in compliance with DOL fiduciary advice regulations.

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

• Keep up-to-date and precise records documenting progress towards established goals.

• Provide ongoing assistance to high-value participants who exit their employer while retaining assets in the Transamerica plan.

• Conduct regular meetings with internal partners, including client executives, communication directors, account managers, and other stakeholders.

• Engage in projects aimed at expanding or enhancing the Retirement Education and Planning Services organization.

⛳️ Requirements

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

• FINRA Series 6 or 7 certification.

• FINRA Series 63 certification or obtain within six months.

• Retirement Plans Associate (RPA) or Chartered Retirement Plan Counselor (CRPC) certification, or obtain within 12 months.

• Higher-level certifications such as CFP, CRC, CEBS, ChFC, CIMA, or CRPS are acceptable in lieu of RPA or CRPC.

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

• Excellent communication and interpersonal skills.

• Presentation abilities to support the sales process.

• Self-driven with a focus on achieving set targets.

• Strong organizational and time-management skills.

• Quick aptitude for learning new systems and technologies.

• Preferred: Certified Financial Planner (CFP) designation.

• Occasional travel under 10%; local travel may be necessary.

🏝️ Benefits

• Competitive compensation.

• Bonus opportunities for eligible employees.

• Comprehensive benefits package.

• Pension plan.

• 401k matching program.

• Employee Stock Purchase Plan.

• Tuition reimbursement.

• Disability insurance.

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Employee discounts.

• Career training and development opportunities.

• Health and work/life balance benefits.

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

• Ten (10) paid holidays each year.

• "Be Well Company" holistic wellness program, including wellness coaching and reward dollars.

• Parental leave – fifteen (15) days of paid leave per calendar year for eligible employees with a minimum of 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.