Retirement Planning Consultant I (Phoenix/Flagstaff, AZ, Southern CA or NV)

Transamerica•Work From Home, USA, AZ

4d•$66,000 - $80,000•Remote

About The Position

Provides dedicated on-site support, educational and advisory services for a major client at one or more locations. Ensures overall program objectives are met, including delivering quality group educational meetings and one-on-one retirement meetings. Serves as a trusted connector to Transamerica products and services for retirement advice. The role develops and executes strategies to promote participant action toward a fully funded retirement and deliver key plan metrics. It builds educational relationships with clients, conducts group and individual retirement education, explains plan funds and product options, and supports participants in selecting strategies to meet retirement objectives. The position also helps retain participant assets, supports Managed Advice participants, maintains accurate records, and collaborates with internal partners on client needs and organizational projects. The position is described as a remote field/travel environment, with occasional travel under 10% and possible local travel. The estimated annual salary range is $66,000–$80,000. The position is eligible for sales and/or performance incentives and is typically eligible for an annual bonus, subject to company plan terms and discretion.

Requirements

Bachelor’s degree in a related field or equivalent business experience.
FINRA Series 6 or Series 7.
FINRA Series 63, or ability to obtain it within six months.
Retirement Plans Associate (RPA) or Chartered Retirement Plan Counselor (CRPC), or ability to obtain one within 12 months; a higher certification such as CFP, CRC, CEBS, ChFC, CIMA, or CRPS is acceptable instead.
Three years of financial services or related experience.
Strong communication and interpersonal skills.
Presentation skills to support the sales process.
Self-motivation to work toward set targets.
Organization and time-management skills.
Ability to quickly learn new systems and technology.

Nice To Haves

Certified Financial Planner (CFP).

Responsibilities

Develop and execute strategies to promote participant action toward a fully funded retirement and deliver key plan metrics, such as retirement outlook and increased participant deferral rates.
Develop and manage client relationships from an educational perspective, and foster productive relationships with Human Resources, management, and participants.
Conduct group education meetings, 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 develop strategies to meet retirement objectives.
Explain 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 the plan and roll plan assets to an IRA under DOL fiduciary advice rules.
Explain product options and ensure participants understand them; make appropriate recommendations.
Work with participants who have multiple product needs and connect them with other product specialists as needed.
Maintain current and accurate records documenting progress toward goals.
Promote, educate, and enroll participants in Managed Advice, and provide ongoing financial and planning support to participants in the program.
Provide ongoing support to high-value participants who leave their employer and choose to keep assets within the Transamerica plan.
Hold regular meetings with internal partners, including client executives, communication directors, account managers, and other key company stakeholders.
Participate in projects to expand or enhance the Retirement Education and Planning Services organization.

Benefits

Competitive pay.
Bonus 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.
Be Well Company holistic wellness program, including wellness coaching and reward dollars.
Paid parental leave of 15 days per calendar year for eligible employees with at least one year of service at the time of birth or child placement.
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.
Sales and/or performance incentives.
Annual bonus eligibility, based on the Company Bonus Plan and individual performance, at the Company’s discretion.