Sales Consultant (retirement)

Transamerica Corporation

Base: $69,000-$91,000 annually; bonus: eligible fo...
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Retirement plan experience in mid to large market
Strong investment knowledge with morningstar principia
Finra series 6 or 7 and 63 licenses required
** Transamerica Corporation is seeking a Sales Consultant for retirement plans to support sales objectives through data analysis and strategic presentations. The ideal candidate will have experience in retirement planning, strong communication skills, and relevant industry certifications. **

Job Summary

  • The role involves conducting data analysis and building sales strategies for pooled and single employer retirement plans.
  • Employees are supported by a comprehensive benefits package including paid parental leave, tuition reimbursement, and a 401k match.
  • Transamerica fosters a diverse environment where talented professionals collaborate to help people achieve financial freedom.

Matching Summary

Match Score: 75

** Transamerica Corporation is seeking a Sales Consultant for retirement plans to support sales objectives through data analysis and strategic presentations. The ideal candidate will have experience in retirement planning, strong communication skills, and relevant industry certifications. **

Salary

Base: $69,000-$91,000 annually; Bonus: Eligible for 10% Annual Bonus; Benefits: Comprehensive package including pension, 401k match, and PTO

Skills & Requirements

Must-have

  • Retirement plan experience in mid to large market
  • Strong investment knowledge with Morningstar Principia
  • FINRA Series 6 or 7 and 63 licenses required
  • Experience with complex custom designed plans
  • Proficiency in Excel, PowerPoint, and database management

Nice-to-have

  • RPA designation or advanced retirement plan certification
  • Life insurance license
  • Ability to work independently and take initiative
  • Strong interpersonal and presentation skills
  • Experience managing producer relationships

Key Requirements

  • Bachelor's degree or equivalent experience
  • Minimum three years retirement plan experience
  • FINRA Series 6 or 7 and 63 licenses
  • Experience with $10M to $2B market plans

Work Rights

Not specified

Tailored Resume

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