TransAmerica Technology Services
Retirement Planning Consultant I - (Hybrid) (Indianapolis, IN)
Indiana - Working From Home
Sponsorship not specified$66k-$80kDetected 3 hours ago
Business DevelopmentAuditingHRResearchCommunicationMentoringMicrosoft OfficeInternal Audit
About the role
- We understand the potential of leveraging the talents of a diverse workforce.
- We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.
- Our insurance, retirement, and investment solutions help people make the most of what's important to them.
Responsibilities
- Maintain current and accurate records to document progress towards goals.
- Promote, educate and enroll participants into Managed Advice; provide on-going financial and planning support to participants in the Managed Advice program.
- Hold regular meetings with internal partners, such as client executives, communication directors, account managers and other key company stakeholders.
Requirements
- Bachelor's degree in a related field or equivalent business experience.
- Ability to quickly learn new systems/technology.
- 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. Higher certification (e.g. CFP, CRC, CEBS, ChFC, CIMA, CRPS) acceptable in lieu of RPA or CRPC.
- Three years of financial services or related experience.
- Strong communication and interpersonal skills.
- Presentation skills to support the sales process.
- Self-motivated to drive toward set targets.
- Organization and time-management skills.
Nice to have
- Certified Financial Planner (CFP)
- Working Conditions
- Occasional Travel
- Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws.
- This range is an estimate, based on potential qualifications and operational needs.
- This position is also currently eligible for performance incentives.
- Beware of fake job offers!
- We will never request personal information such as ID or payment for equipment upfront.
Compensation
- Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws.
- The Salary for this position generally ranges between $66,000 - $80,000 annually.
- Salary may vary above and below the stated amounts, as permitted by applicable law.
- Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company discretion.
- Specifics will be reflected in individual incentive plan documents.
Benefits
- For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.
- Compensation Benefits
- Bonus for Eligible Employees
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Develop and execute strategies and approaches to promote participant action toward a fully funded retirement; deliver on key plan metrics (i.e. retirement outlook, increase participant deferral rates, etc.).
- Develop and manage client relationships from an educational perspective; build and foster productive relationships with Human Resources, management team and participants.
- Conduct group education meetings, deliver workshops, webinars and enrollment meetings to achieve client and Transamerica goals.
Company info
- We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.
- Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them.
- We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.
- What We Do
- At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward.
- Transamerica is organized into three distinct businesses.
- These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.
- Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.
- We believe everyone deserves to live their best life.
- More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.
- Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide.
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