Develop and execute retirement promotion strategies
Conduct group education meetings and workshops
Perform one-on-one retirement planning sessions
Transamerica Corporation is seeking a Retirement Planning Consultant for a fully remote position based in Traverse City, MI. The role involves providing on-site support and advisory services for retirement planning to clients, focusing on educational meetings and one-on-one consultations
Job Summary
The role provides dedicated on-site support and advisory services to help participants achieve fully funded retirement goals.
Employees will conduct educational workshops and one-on-one meetings to explain product options and facilitate asset retention.
The company offers a comprehensive benefits package including paid parental leave, tuition reimbursement, and a 401k match.
Matching Summary
Match Score: 85
Transamerica Corporation is seeking a Retirement Planning Consultant for a fully remote position based in Traverse City, MI. The role involves providing on-site support and advisory services for retirement planning to clients, focusing on educational meetings and one-on-one consultations.
Salary
Base: $66,000 - $80,000 annually; Bonus/Equity: Eligible for Annual Bonus and performance incentives; Benefits: Comprehensive package including pension, 401k match, and PTO
Skills & Requirements
Must-have
Develop and execute retirement promotion strategies
Conduct group education meetings and workshops
Perform one-on-one retirement planning sessions
Manage client relationships with HR and management
Identify asset retention needs and initiate funding solutions
Nice-to-have
Strong communication and interpersonal skills
Self-motivated to drive toward set targets
Ability to quickly learn new systems technology
Presentation skills to support the sales process
Key Requirements
Bachelor's degree in related field or equivalent experience
FINRA Series 6 or 7 license required
FINRA Series 63 license or obtain within six months
RPA or CRPC certification or obtain within 12 months