Retirement Planning Consultant I

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
• 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, such as client executives, communication directors, account managers and other key company stakeholders

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
• Health and Work/Life Balance Benefits
• 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