Retirement Planning Consultant - Augusta, GA

Transamerica(8 months ago)

HybridFull TimeMedior$66,000 - $80,000Business Development

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.

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Required Skills

Retirement Planning
Client Relationships
Group Education
One-on-One Meetings
Presentation Skills
Communication
Time Management
Sales
Fund Analysis
Enrollment

Qualifications

Bachelor’s Degree
FINRA Series 6
FINRA Series 7
FINRA Series 63
Retirement Plans Associate (RPA)
Charted Retirement Plan Counselor (CRPC)
Certified Financial Planner (CFP)
CRC
CEBS
ChFC

+2 more

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.

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