Provides educational and advisory services to one or more clients virtually or in person. Responsible for plan promotion, participant education and managing education campaigns. Conducts in person or virtual group educational meetings and one-on-one counseling sessions with participants on retirement and investment needs. Provides guidance and transparency to participants on retirement product solutions. Responsible for generating leads and managing projects.
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. 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.
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.
- 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 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
- Office environment.
- Extensive regional and national travel; overnight and weekend travel (75% or more).
Company information
Equal Opportunity Employer:
Transamerica Life Insurance Company is an Equal Employment Opportunity employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws.
AEGON USA Realty Advisors, LLC, is an Equal Employment Opportunity/ Affirmative Action Employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws.
Applicants with physical or mental disabilities may be entitled to a form of reasonable accommodation under the Americans with Disabilities Act and certain state and local laws. A reasonable accommodation is a change in the way things are normally done which will insure equal employment opportunity without imposing undue hardship on the Transamerica Companies. If you are a job seeker with a disability, or are assisting someone with a disability, and require assistance to apply for one of our jobs, please contact: applicantsupport@transamerica.com.
Technical Assistance:
If you experience technical problems during the application process, please email applicantsupport@transamerica.com.
