Retirement Planning Cnslt I - Client Team (East NY/W CT)

Responsibilities

• Develop and execute strategies to promote participant action toward a fully funded retirement.
• Deliver on key plan metrics such as retirement outlook, increasing participant deferral rates, etc.
• Build and foster productive relationships with Human Resources, management team, and participants.
• Conduct group education meetings, workshops, webinars, and enrollment meetings to achieve client and Transamerica goals.
• Deliver one-on-one retirement planning meetings with client employees.
• Use Transamerica products and services to help participants develop a strategy to meet retirement objectives.
• Provide participants with insights into the funds offered under each client plan, including objectives and performance.
• Identify and discuss asset retention needs with participants, including opening and funding solutions.
• Maintain accurate records to document progress towards goals.
• Support high-value participants who 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.

Requirements

• 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.

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.

Skills

• Financial planning and analysis.
• Client relationship management.
• Retirement planning and education.
• Product knowledge and expertise.
• Communication and presentation skills.

Benefits

• Annual bonus based on the Company Bonus Plan/Individual Performance.
• Salary range: $66,000 - $80,000 annually.

Pay

• Salary range: $66,000 - $80,000 annually.

Schedule

• Remote (Field/Travel) Environment.