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.
Requirements
- Develop and execute strategies and approaches to promote participant action toward a fully funded retirement;
- Develop and manage client relationships from an educational perspective;
- Conduct group education meetings, deliver 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 deliver a strategy to meet retirement objectives;
- Maintain current and accurate records to document progress towards goals;
- Promote, educate and enroll participants into Managed Advice;
- Provide ongoing support to high value participants that leave their employer and choose to keep assets within the Transamerica plan;
- Hold regular meetings with internal partners;
- Participate in projects for the expansion or enhancement of the Retirement Education and Planning Services organization;
Benefits
- Competitive Pay
- Bonus for Eligible Employees
- Benefits Package
- 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
- Paid Holidays
- 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