Aegon · 1 month ago
Retirement Planning Consultant (Traverse City, MI)
United States
Full-time
Remote
Mid Level
$66K/yr - $80K/yr
3+ years expAegon is seeking a Retirement Planning Consultant to provide dedicated on-site support and advisory services for a major client. The role involves conducting educational meetings, managing client relationships, and helping participants with retirement planning strategies using Transamerica products and services.
Asset ManagementAuto InsuranceFinanceHealth InsuranceInsuranceLife InsuranceRetirement
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
Annual Bonus based on the Company Bonus Plan/Individual Performance
Performance incentives
Company
Aegon
Aegon offers products and services in the life insurance, pension, retirement, and asset management fields.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$760M2024-04-10Post Ipo Debt· $760M
1999-04-01IPO
Leadership Team
Lard Friese
Chief Executive Officer
Duncan Russell
Chief Financial Officer
Recent News
2026-01-22
GlobeNewswire
2026-01-12
Alternative Credit Investor
2026-01-03
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