Transamerica · 2 months ago
Retirement Planning Consultant (Traverse City, MI)
United States
Full-time
Remote
Mid Level
$66K/yr - $80K/yr
3+ years expTransamerica is a financial services company that aims to help people live their best lives through innovative solutions. The Retirement Planning Consultant will provide dedicated support and advisory services to clients, ensuring quality educational meetings and personalized retirement planning.
Financial ServicesImpact InvestingInsurance
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.)
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
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 retention needs and initiate discussions with participants, including opening and funding solutions as an IAR and/or referring opportunities to the Transamerica Advice Center. Retain assets in plan and roll plan assets to an IRA under DOL fiduciary advice rules
Explain and ensure participants understand product options; make appropriate recommendations
Work with participants with multi-product needs and connect with other product specialists as needed
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
Provide ongoing support to high value participants that leave their employer and choose to keep assets within the Transamerica plan
Hold regular meetings with internal partners, such as client executives, communication directors, account managers and other key company stakeholders
Participate in projects for the expansion or enhancement of the Retirement Education and Planning Services organization
Qualification
Required
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
Preferred
Certified Financial Planner (CFP)
Benefits
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Paid Time Off starting at 160 hours annually for employees in their first year of service.
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
Adoption Assistance
Employee Assistance Program
College Coach Program
Back-Up Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program
Employee Resource Groups
Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs
Company
Transamerica
Transamerica is a private holding company that provides services for various life insurance companies and investment firms. It is a sub-organization of Aegon.
5001-10000 employees
H1B Sponsorship
Transamerica has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (39)
2024 (33)
2023 (25)
2022 (52)
2021 (42)
2020 (46)
Funding
Current Stage
Late StageTotal Funding
unknown1999-02-19Acquired
Leadership Team
Will Fuller
Chief Executive Officer
Andrew Yorks
Chief Investment Officer
Recent News
2025-12-21
Company data provided by crunchbase