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
- Bachelor’s degree in a related field or equivalent business experience.
- FINRA Series 6 or 7.
- FINRA Series 63 or obtain within six months.
- Retirement Plans Associate (RPA) or Charted Retirement Plan Counselor (CRPC), or obtain within 12 months.
- Three years of financial services or related experience.
- Strong communication and interpersonal skills.
- Presentation skills to support the sales process.
- Self-motivated to drive toward set targets.
- Organization and time-management skills.
- Ability to quickly learn new systems/technology.
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
- Paid Holidays
- Wellness Coaching and Reward Dollars
- 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