Regional Retirement Consultant
TransamericaDenver, Colorado, United States
Posted March 16, 2026
Full Time
About the Company
Longer lifespans are changing the way we exist. Instead of the traditional stages of learn, work, and retire, we now have the potential for a more fulfilling, multi-stage life. With this opportunity comes the need to plan for it. We enable financial professionals, brokers, agents, advisors, and employers to energize clients and employees to seize the possibilities longevity brings. So, no matter where someone is on their journey, we can help them pursue the freedom to live the life they want. Transamerica. Live your best life. Securities distributed by Transamerica Capital, Inc. Social terms: https://www.transamerica.com/social-media-guidelines
Job Description
Generate qualified retirement plan sales and maintain small and mid-market customer relationships, partnering with a local RVP in a geographic territory to engage with financial professionals, consultants, and plan sponsors.
Requirements
- Manage the Request for Proposal (RFP) process and requests for information.
- Analyze customer product needs based upon advisor value proposition, plan sponsor requirements, and employee necessities.
- Profile and gather client and plan information to package specific Transamerica solutions.
- Develop Retirement plan pricing, with responsibility for investment research, fund mapping, service model selections, and underwriting.
- Engage in proactive advisor outreach, cultivation of advisor relationships, and facilitation of sales finals to plan sponsors.
- Perform individual prospecting and sales to advisors and plan sponsors of Transamerica's Retirement Solutions in the sub $3M market.
- Handle post sale facilitation and coordination of sales contract documentation for plan submission and implementation.
- Stay up to date on the dynamic landscape of group retirement space, including legislative changes, new competitor offerings, internal product changes, and changes to the way broker-dealer partners want to do business with Transamerica.
- Facilitate campaign marketing/advisor communications via outbound call activity to solicit interest in Transamerica Retirement products and services.
- Manage post sale service issues that arise and field service and product inquiries from clients.
Benefits
- Competitive Pay
- Bonus for Eligible Employees
- Pension Plan
- 401k Match
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Employee Discounts
- Career Training & Development Opportunities
- Paid Time Off
- Ten (10) paid holidays per year
- Be Well Company holistic wellness program
- Parental Leave
- 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