Retirement Planning Consultant I (Retirement Education) (Waco/North Austin)

Transamerica•Texas - Working From Home, TX

4d•$66,000 - $80,000•Remote

About The Position

Provides dedicated on-site support, educational services, and advisory services for a major client at one or more locations. The consultant helps ensure program objectives are met by delivering quality group education meetings and one-on-one retirement meetings, and serves as a trusted connector to Transamerica retirement products and services. The role develops and executes strategies that encourage participant action toward a fully funded retirement and supports client and company goals through education, planning, and participant engagement. The position is described as a remote field/travel environment, with occasional travel of less than 10% and possible local travel. The estimated annual salary range is $66,000–$80,000. The role is currently eligible for sales and/or performance incentives and is typically eligible for an annual bonus at the company’s discretion. Eligible employees may receive a comprehensive benefits package.

Requirements

Bachelor’s degree in a related field or equivalent business experience.
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.
FINRA Series 6 or 7.
FINRA Series 63, or ability to obtain it within six months of the job entry date.
Chartered Retirement Plan Counselor (CRPC) designation or higher.

Nice To Haves

Certified Financial Planner (CFP).
FINRA Series 65 or 66.
Bilingual Spanish.

Responsibilities

Develop and execute strategies that promote participant action toward a fully funded retirement and deliver 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 for meeting retirement objectives.
Provide participants with insight into 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.
Support participants with 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.
Sales and/or performance incentives for eligible employees.
Annual bonus eligibility, subject to the Company Bonus Plan, individual performance, and company discretion.
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 with wellness coaching and reward dollars.
Paid parental leave of 15 days per calendar year for eligible employees with at least one year of service.
Adoption assistance.
Employee assistance program.
Back-up care program.
Paid time off for volunteer hours.
Employee matching gifts program.
Employee resource groups.
Inclusion and diversity programs.
Employee recognition program.
Referral bonus programs.