Regional Retirement Consultant (denver)

Transamerica Corporation

Denver, Colorado, US
Target total compensation $115,000; commission tar...
Hybrid
Bachelor's degree in business field
Finra series 6 or 7 license
Finra series 63 license
The role involves generating qualified retirement plan sales and maintaining relationships with small and mid-market customers

Job Summary

  • The role involves generating qualified retirement plan sales and maintaining relationships with small and mid-market customers.
  • Employees are responsible for managing the Request for Proposal process, analyzing customer needs, and developing retirement plan pricing.
  • The company offers a comprehensive benefits package including a pension plan, 401k match, and up to 160 hours of paid time off annually.

Matching Summary

The role involves generating qualified retirement plan sales and maintaining relationships with small and mid-market customers.

Salary

Target total compensation $115,000; Commission target $40,000 annually; Bonus target $20,000 annually

Skills & Requirements

Must-have

  • Bachelor's degree in business field
  • FINRA Series 6 or 7 license
  • FINRA Series 63 license
  • One year financial services experience
  • State Insurance licenses

Nice-to-have

  • Experience with group retirement plans
  • Sales or relationship management experience
  • Industry designations such as CRPS
  • MBA degree
  • Excellent listening and communication skills

Key Requirements

  • Bachelor's degree in business
  • FINRA Series 6 or 7
  • FINRA Series 63
  • Applicable State Insurance licenses
  • One year relevant experience

Work Rights

Not specified

Tailored Resume

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