Transamerica

FINRA Series 63, or obtain within six months.. FINRA Series 65 or 66, or obtain with six months.. Higher certification (e.g. CFP, CRC, CEBS, ChFC, CIMA, CRPS) acceptable in lieu of RPA or CRPC.. Certified Financial Planner (CFP). Our Company is committed to providing accessibility to those with disabilities in a manner that is consistent with the principles of independence, dignity, integration and equality of opportunity, that is in compliance with the Accessibility for Ontarians with Disabilities Act 2005 ("AODA").

planning consultant

Job Family Regional / Field Sales Job Description Summary Provides dedicated on-site support, educational and advisory services for a major client at one or more locations. Ensures that overall program objectives are met, including the delivery of quality group educational meetings and one-on-one retirement meetings. Serves as a trusted connector to Transamerica products and services for retirement advice. Responsibilities Job Description <ul><li>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.).</li><li>Develop and manage client relationships from an educational perspective; build and foster productive relationships with Human Resources, management team and participants.</li><li>Conduct group education meetings, deliver workshops, webinars and enrollment meetings to achieve client and Transamerica goals. </li><li>Conduct one-on-one retirement planning meetings with client employees.</li><li>Use Transamerica products and services to help participants deliver a strategy to meet retirement objectives.</li><li>Provide participants with insight into the funds offered under each client plan, including fund objectives and performance.</li><li>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.</li><li>Explain and ensure participants understand product options; make appropriate recommendations.</li><li>Work with participants with multi-product needs and connect with other product specialists as needed.</li><li>Maintain current and accurate records to document progress towards goals.</li><li>Promote, educate and enroll participants into Managed Advice; provide on-going financial and planning support to participants in the Managed Advice program.</li><li>Provide ongoing support to high value participants that leave their employer and choose to keep assets within the Transamerica plan.</li><li>Hold regular meetings with internal partners, such as client executives, communication directors, account managers and other key company stakeholders.</li><li>Participate in projects for the expansion or enhancement of the Retirement Education and Planning Services organization. </li></ul>Qualifications <ul><li>Bachelor’s degree in a related field or equivalent business experience.</li><li>FINRA Series 6 or 7.</li><li>FINRA Series 63, or obtain within six months.</li><li>FINRA Series 65 or 66, or obtain with six months.</li><li>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.</li><li>Three years of financial services or related experience.</li><li>Strong communication and interpersonal skills.</li><li>Presentation skills to support the sales process.</li><li>Self-motivated to drive toward set targets.</li><li>Organization and time-management skills.</li><li>Ability to quickly learn new systems/technology. </li></ul>Preferred Qualifications <ul><li>Certified Financial Planner (CFP)</li><li>Bi-lingual: able to speak Spanish fluently. </li></ul>Working Conditions <ul><li>Office environment.</li><li>Occasional local travel. </li></ul>Why Work for Us Total Rewards at Transamerica: It’s more than a paycheck. Our comprehensive Total Rewards package is designed to help support you in many ways — throughout all stages of your life and career. We provide a competitive, market-driven program that encompasses base compensation, bonus potential, retirement, health and wellness benefits, learning and development opportunities, plus great employee perks. All designed with you in mind… to help you live your best life, grow personally and professionally - and feel valued for the work you do. Learn more about our Total Rewards Package. 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. 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. Please contact: applicantsupport@transamerica.com 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. Ontario Applicants Our Company is committed to providing accessibility to those with disabilities in a manner that is consistent with the principles of independence, dignity, integration and equality of opportunity, that is in compliance with the Accessibility for Ontarians with Disabilities Act 2005 ("AODA"). Please contact applicantsupport@transamerica.com 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. Technical Assistance If you experience technical problems during the application process, please email applicantsupport@transamerica.com. R20035771

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