Retirement Planning Consultant - Augusta, Ga

Transamerica Corporation

Augusta, Georgia, United States
Base: $66,000 - $80,000 annually; bonus/equity: el...
Fully remote
Conduct group education meetings
Deliver one-on-one retirement planning
Promote participant action toward funded retirement
The role provides dedicated on-site support and educational services to help clients achieve fully funded retirement goals

Job Summary

  • The role provides dedicated on-site support and educational services to help clients achieve fully funded retirement goals.
  • Employees will conduct workshops, webinars, and one-on-one meetings to explain product options and manage asset retention.
  • The company offers a comprehensive benefits package including a pension plan, 401k match, and 160 hours of paid time off annually.

Matching Summary

The role provides dedicated on-site support and educational services to help clients achieve fully funded retirement goals.

Salary

Base: $66,000 - $80,000 annually; Bonus/Equity: Eligible for Annual Bonus and performance incentives; Benefits: Pension Plan, 401k Match, Medical Insurance, Tuition Reimbursement

Skills & Requirements

Must-have

  • Conduct group education meetings
  • Deliver one-on-one retirement planning
  • Promote participant action toward funded retirement

Nice-to-have

  • Strong communication and interpersonal skills
  • Self-motivated to drive toward set targets
  • Ability to quickly learn new systems

Key Requirements

  • Bachelor's degree or equivalent business experience
  • FINRA Series 6 or 7 license
  • FINRA Series 63 license within six months
  • RPA or CRPC certification within 12 months
  • Three years of financial services experience

Work Rights

Not specified

Tailored Resume

Cover Letter