Retirement Planning Consultant

Full Time

Sales and Marketing

Provides dedicated on-site support and educational 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 create and execute 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 gathering and retention opportunities; make connections, as necessary, to the Transamerica Advice Center for consolidation through the retirement plan and IRA options.

• Explain and ensure participants understand product options;

• Work with participants with multi-product needs and connect with other product specialists as needed.

• Document participant interactions and progress towards goals with timely entries to our CRM software.

• 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.

• Three years of financial services or related 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.

• Strong communication and interpersonal skills.

• Presentation skills for group and 1:1 interaction.

• Self-motivated to drive toward set targets.

• Organization and time-management skills.

• Ability to quickly learn new systems/technology.

Location:

Indianapolis, IN

Working Conditions:

• Commuting Remote employees will need to report to a Company office location at times, but will perform their work primarily remotely.

• Occasional local travel.

**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.**

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. Salary may vary above and below the stated 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 Company discretion.

This position is also currently eligible for performance incentives. Specifics will be reflected in individual incentive plan documents.

This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.