Retirement Planning Consultant-Client Team
Transamerica(1 month ago)
About this role
Provides on-site retirement education and advisory support for a major client, delivering group and one-on-one meetings to help participants plan for and achieve retirement readiness. Acts as a trusted connector to Transamerica products and services, building relationships with HR, management, and plan participants to support plan engagement and retention.
Required Skills
- Retirement Planning
- Client Relations
- Group Education
- One-on-One Meetings
- Presentation Skills
- Communication
- Time Management
- Sales
- Financial Advice
- Recordkeeping
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.comLet Transamerica help you live your best life and build financial security. Explore our customizable life insurance, retirement, and investment solutions.
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