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Bilingual Retirement Planning Consultant - Dallas, TX

Transamerica

in Dallas, TX

Job Description Summary

Responsible for plan promotion, participant education, and managing education campaigns for an assigned group of clients. Conducts group educational meetings and one-on-one counseling sessions with participants on retirement and investment needs. Works closely with Service areas, Client Management, Sales and Marketing to promote the Retirement Education & Planning Services Organization. Responsible for generating leads and managing projects.

Location: Dallas. TX

Bilingual strongly preferred
 

Job Description

  • Develops education plans for clients.  Develops strategies/approaches to meet the unique needs of the client at various locations and ensure successful execution.  Manages client relationship at the site/location from an educational perspective.  Builds and fosters positive/productive relationships, with HR, management team and participants.
  • Responsible for group education meetings by delivering workshops on investments and retirement goals.  Conducts one-on-one counseling sessions with Client's employees.
  • Uses extensive knowledge of Transamerica's products, services and funds to help participants develop a retirement strategy, select investments and create a retirement portfolio that meets their objectives.
  • Provides participants with insight into the funds offered under each client's plan with an understanding of fund objectives and performance.
  • Identifies asset retention and gathering opportunities and initiates appropriate discussions with participants. 
  • Contributes to the development of customized participant communications for client locations by providing recommendations to Marketing Consultants and Account Executives.
  • Manages projects designed for the expansion and enhancement of the Retirement Education & Planning Services Organization.
  • Maintains current and accurate records to document progress toward goals.

Qualifications

  • Bachelor's degree in related field or equivalent business experience; 
  • FINRA Series 6 or 7 Registered Representative, 
  • FINRA Series 63; 
  • CRPC designation (required within first year of employment) 
  • FINRA Series 65 or 66 (required within first 6 months of employment).

Preferred Qualifications

  • CFP designation
  • Bilingual (Spanish) strongly preferred

Working Conditions

  • Office environment. Extensive travel throughout the U.S is required; frequent overnight and weekend travel is also required.

Job and compensation levels depend upon an applicant's qualifications including the extent of his/her relevant experience and other job related factors and will be determined by hiring supervisors/managers and HR.

Employee referral bonus eligible


How to Apply

Apply online using this link:

https://www.applytracking.com/track.aspx/V1AZe


This ad has been viewed 1300 times. It expires on 3/6/2017.

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