Retirement Planning Cnslt I - Client Team (East NY/W CT)
About the role
Provides dedicated on-site support, educational and advisory services for a major client at one or more locations. Ensures that overall program objectives are met, including the delivery of quality group educational meetings and one-on-one retirement meetings. Serves as a trusted connector to Transamerica products and services for retirement advice.
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.
- Roll plan assets to an IRA under DOL fiduciary advice rules.
- 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 Local travel may be required.
What We Offer
- Competitive Pay
- Bonus for Eligible Employees
- Benefits Package
- Pension Plan
- 401k Match
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Employee Discounts
- Career Training & Development Opportunities
- Health and Work/Life Balance Benefits
- Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
- Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
- 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
What We Offer
To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.
Our Commitment to Diversity and Inclusion
We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.
Our Parent Company
Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.
Transamerica’s Impact
As of December 31, 2023, Transamerica’s Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.