Regional Retirement Consultant - (Denver)

Transamerica•Denver, CO

1d•Remote

About The Position

The Regional Retirement Consultant generates qualified retirement plan sales and maintains small and mid-market customer relationships. Working with a local RVP in a geographic territory, the consultant engages financial professionals, consultants, third-party administrators (TPAs), and plan sponsors. The role is accountable for annual plan and asset sales goals and manages assigned advisor, TPA, and plan relationships to support client satisfaction and future opportunities. The consultant develops retirement plan proposals and pricing, identifies customer needs, prospects for sales, and supports plan sponsors and advisors through contracting, implementation, and post-sale service. The role also stays informed about changes in the group retirement market and promotes Transamerica retirement products through advisor outreach and communications.

Requirements

Bachelor’s degree in a business field or equivalent experience.
FINRA Series 6 or 7.
FINRA Series 63 or 66.
State-required life insurance license, or ability to obtain it within 90 days of the job entry date.
One year of relevant financial services experience, such as internal sales, financial advising, or similar work in retail banking.
Excellent listening skills to assess customer needs.
Excellent communication and interpersonal skills.
Critical thinking skills to analyze data and make well-reasoned decisions.
Proficiency using the MS Office suite.

Nice To Haves

Experience with group retirement plans.
Sales or relationship management experience.
CRPS or other relevant designations.
MBA.

Responsibilities

Manage requests for proposals (RFPs) and requests for information.
Analyze customer product needs based on advisor value propositions, plan sponsor requirements, and employee needs.
Gather and profile client and plan information to prepare Transamerica solutions for presentation to plan sponsors, advisors, and TPAs.
Develop retirement plan pricing, including investment research, fund mapping, service model selection, and underwriting.
Conduct proactive advisor outreach, cultivate advisor relationships, and facilitate sales finals with plan sponsors.
Partner with the RVP/internal wholesaler to develop an advisor network, create sales opportunities, and meet territory sales objectives.
Prospect and sell Transamerica Retirement Solutions to advisors and plan sponsors in the sub-$3 million market.
Facilitate post-sale coordination and submission of sales contract documentation for plan implementation.
Work with advisors and plan sponsors to finalize product and service selections and sales contracts, and coordinate onboarding with the internal implementation team.
Serve as a point of contact for issues and keep advisors informed of progress.
Stay current on group retirement industry developments, legislative changes, competitor offerings, internal product changes, and broker-dealer partner needs.
Facilitate marketing campaigns and advisor communications through outbound calls to generate interest in Transamerica retirement products and services.
Manage post-sale service issues, respond to client service and product inquiries, and direct requests to internal support teams while communicating and setting expectations.

Benefits

Competitive pay.
Bonus eligibility for eligible employees.
Pension plan.
401(k) match.
Employee stock purchase plan.
Tuition reimbursement.
Disability insurance.
Medical insurance.
Dental insurance.
Vision insurance.
Employee discounts.
Career training and development opportunities.
Paid time off starting at 160 hours annually for employees in their first year of service.
Ten paid holidays per year.
Wellness program, including wellness coaching and reward dollars.
Paid parental leave for eligible employees.
Adoption assistance.
Employee Assistance Program.
Back-up care program.
PTO for volunteer hours.
Employee matching gifts program.
Employee Resource Groups.
Inclusion and diversity programs.
Employee recognition program.
Referral bonus programs.
Targeted commissions and an annual bonus may be available under the terms described in the posting.