Retirement Planning Consultant (Indianapolis)
Job Family: Business Development / Direct Sales
About Us:
At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential unleashed by leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.
Transamerica is a part of Aegon, an integrated, diversified, international financial services group. The Aegon companies employ over 21,500 people and have approximately 31.7 million customers. For more information, visit www.transamerica.com.
Who We Are:
Transamerica has been making financial services available to the many, not just the few, for more than 100 years. We’re a leading provider of life insurance, retirement, and investment solutions, serving millions of customers throughout the United States.
Job Description Summary:
Provides dedicated on-site support and educational services for a major client at one or more locations. Ensures that overall program objectives are met, including the delivery of quality group educational meetings and one-on-one retirement meetings. Serves as a trusted connector to Transamerica products and services for retirement advice.
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 create and execute 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 towards goals with timely entries to our CRM software.
- 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.
Qualifications:
- Bachelor’s degree in a related field or equivalent business experience.
- Three years of financial services or related experience.
- FINRA Series 6 or 7.
- FINRA Series 63 or obtain within six months.
- Retirement Plans Associate (RPA) or Chartered 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.
- Strong communication and interpersonal skills.
- Presentation skills for group and 1:1 interaction.
- Self-motivated to drive toward set targets.
- Organization and time-management skills.
- Ability to quickly learn new systems/technology.
Location: Indianapolis, IN
Working Conditions:
- Commuting Remote employees will need to report to a Company office location at times, but will perform their work primarily remotely.
- Occasional local travel.
What We Offer:
- Competitive Pay
- Bonus for Eligible Employees
- 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
- Peer Recognition Program (BRAVO)
Inclusion & Diversity:
We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.
Giving Back:
We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.
Transamerica’s Parent Company:
Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 29.5 million people across the globe. It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives.
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