Transamerica

Retirement Planning Consultant - Augusta, GA

Transamerica

10 months ago
Georgia
Hybrid
Full Time
Medior
0 applicants
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Transamerica
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About this role

The role provides dedicated on-site support and retirement education for major client accounts, acting as a primary advisor and connector to Transamerica products and services. It focuses on helping participants understand retirement options and plan toward funded retirements while partnering with client HR and internal stakeholders to support program goals.

Skills

Qualifications

Bachelor’s DegreeFINRA Series 6FINRA Series 7FINRA Series 63Retirement Plans Associate (RPA)
Transamerica

About Transamerica

transamerica.com

Let Transamerica help you live your best life and build financial security. Explore our customizable life insurance, retirement, and investment solutions.

About Transamerica

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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