Provides educational and planning services to retirement clients virtually or in person. Responsible for plan promotion, participant education and managing education campaigns. Conducts in person or virtual group educational meetings and one-on-one counseling sessions with participants on retirement and investment needs. Provides guidance and transparency to participants on retirement product solutions. Responsible for generating leads and managing projects.

Responsibilities:

  • 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.).

  • Conduct group education meetings, deliver workshops, webinars, and enrollment meetings to achieve client and Transamerica goals.

  • Conduct one-on-one retirement planning meetings with client employees.

  • Use Transamerica products and services to help participants deliver a strategy to meet retirement objectives.

  • Provide participants with insight into the funds offered under each client plan, including fund objectives and performance.

  • Identify asset gathering and retention opportunities: make connections, as necessary, to the Transamerica Advice Center for consolidation through the retirement plan and IRA options.

  • Explain and ensure participants understand product options.

  • Work with participants with multi-product needs and connect with other product specialists as needed.

  • Document participant interactions and progress toward goals with timely entries to our CRM software.

  • Participate in projects for the expansion or enhancement of the Retirement Education and Planning Services Organization.

Qualifications:

  • Bachelor’s degree in a related field 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. 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.

  • Ability to quickly learn new systems/technology.

Working Conditions:

  • Non-commuting Remote employees will not be assigned to report to a Company office location (although they may need to travel to a Company office upon request) and will perform their work remotely

  • Travel expectations of 60% with occasional weekend and holiday travel.

Location:

  • Northern California

  • San Francisco, CA

  • Sacramento, CA

**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. It is estimated based on what a successful candidate might be paid in certain Company locations.** 

The Salary for this position generally ranges between $66,000 - $80,000 annually. This range is an estimate, based on potential qualifications and operational needs. 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. 

This position is also currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents.   

This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.