Retirement Planning Consultant (traverse City, Mi)

Transamerica Corporation

Traverse City, Michigan, US
Base: $66,000 - $80,000 annually; bonus/equity: el...
On-site
Retirement planning education
Client relationship management
Group education meetings
Transamerica Corporation is seeking a Retirement Planning Consultant for their Traverse City, Michigan location. The role involves providing on-site support, educational services, and retirement planning advice to clients, ensuring the delivery of high-quality services and fostering strong relationships

Job Summary

  • Provides dedicated on-site support, educational and advisory services for a major client at one or more locations.
  • Develop and execute strategies and approaches to promote participant action toward a fully funded retirement.
  • Conduct group education meetings, deliver workshops, webinars and enrollment meetings to achieve client and Transamerica goals.

Matching Summary

Match Score: 85

Transamerica Corporation is seeking a Retirement Planning Consultant for their Traverse City, Michigan location. The role involves providing on-site support, educational services, and retirement planning advice to clients, ensuring the delivery of high-quality services and fostering strong relationships.

Salary

Base: $66,000 - $80,000 annually; Bonus/Equity: Eligible for Annual Bonus; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • retirement planning education
  • client relationship management
  • group education meetings
  • one-on-one retirement meetings
  • Transamerica products and services

Nice-to-have

  • innovative thinking
  • personal accountability
  • collaborative environment
  • positive environment

Key Requirements

  • Bachelor's degree 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 experience

Work Rights

Not specified

Tailored Resume

Cover Letter