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. Retain
assets in plan and roll plan assets to an IRA under DOL fiduciary advice rules.
Explain and ensure participants understand product options; make appropriate recommendations.
Work with participants with multi-product needs and connect with
other product specialists as needed.
Maintain current and accurate records to document progress towards goals.
Promote, educate and enroll participants into Managed Advice; provide on-going financial and planning support to participants in
the Managed Advice program.
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
Bachelor’s degree in a related field or equivalent business experience.
FINRA Series 6 or 7.
FINRA Series 63, or obtain within six months.
FINRA Series 65 or
66, or obtain with 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
Three years of financial services or related experience.
Ten years of financial services or related experience.
Certified Financial Planner (CFP) or Chartered Financial
Consultant (ChFC) designation.
Series 65 strongly preferred
Strong communication and interpersonal skills.
Presentation skills to support the sales
Self-motivated to drive toward set targets.
Organization and time-management skills.
Ability to quickly learn new systems/technology.
At Transamerica we promote a Future
Fit mindset. What is a Future Fit mindset?
Acting as One fosters an environment of positive collaboration
Accountability allows us to own the problem as well as the solution
Agility inspires new ideas, innovation and challenges
the status quo
Customer Centricity encourages an above average and beyond approach to our customers