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
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
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.
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
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.
Bachelor's degree in related field or equivalent
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).
Bilingual (Spanish) strongly preferred
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.