Transamerica Retirement Planning Consultant - Dallas, TX in Dallas, Texas
Job FamilyRegional Sales
Job Description SummaryResponsible for plan promotion, participant education, and managing education campaigns for an assigned group of clients. Conducts group educational meetings and one-on-one counseling sessions with participants on retirement and investment needs. Works closely with Service areas, Client Management, Sales and Marketing to promote the Retirement Education & Planning Services Organization. Responsible for generating leads and managing projects.
Location: Dallas. TX Bilingual strongly preferredJob Description
Develops education plans for clients. Develops strategies/approaches to meet the unique needs of the client at various locations and ensure successful execution. Manages client relationship at the site/location from an educational perspective. Builds and fosters positive/productive relationships, with HR, management team and participants.
Responsible for group education meetings by delivering workshops on investments and retirement goals. Conducts one-on-one counseling sessions with Client's employees.
Uses extensive knowledge of Transamerica’s products, services and funds to help participants develop a retirement strategy, select investments and create a retirement portfolio that meets their objectives.
Provides participants with insight into the funds offered under each client’s plan with an understanding of fund objectives and performance.
Identifies asset retention and gathering opportunities and initiates appropriate discussions with participants.
Contributes to the development of customized participant communications for client locations by providing recommendations to Marketing Consultants and Account Executives.
Manages projects designed for the expansion and enhancement of the Retirement Education & Planning Services Organization.
Maintains current and accurate records to document progress toward goals.
Bachelor's degree in related field or equivalent business experience; FINRA Series 6 or 7 Registered Representative, FINRA Series 63; CRPC designation (required within first year of employment) & FINRA Series 65 or 66 (required within first 6 months of employment).
Bilingual (Spanish) strongly preferred
Office environment. Extensive travel throughout the U.S is required; frequent overnight and weekend travel is also required.
Job and compensation levels depend upon an applicant’s qualifications including the extent of his/her relevant experience and other job related factors and will be determined by hiring supervisors/managers and HR.
Employee referral bonus eligible
Why Work for Us
Total Rewards at Transamerica: It’s more than a paycheck.
Our comprehensive Total Rewards package is designed to help support you in many ways — throughout all stages of your life and career. We provide a competitive, market-driven program that encompasses base compensation, bonus potential, retirement, health and wellness benefits, learning and development opportunities, plus great employee perks. All designed with you in mind… to help you live your best life, grow personally and professionally - and feel valued for the work you do.
Learn more about our Total Rewards Package.
Equal Opportunity Employer:
Transamerica Life Insurance Company is an Equal Employment Opportunity employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws.
AEGON USA Realty Advisors, LLC, is an Equal Employment Opportunity/ Affirmative Action Employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws.
Applicants with physical or mental disabilities may be entitled to a form of reasonable accommodation under the Americans with Disabilities Act and certain state and local laws. A reasonable accommodation is a change in the way things are normally done which will insure equal employment opportunity without imposing undue hardship on the Transamerica Companies. Please contact: email@example.com if you are a job seeker with a disability, or are assisting someone with a disability, and require assistance to apply for one of our jobs.
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At Transamerica, hard work, innovative thinking and personal accountability are qualities that we honor and reward. We understand the potential that is 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. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment focused on helping customers secure their long-term financial futures.
Transamerica is a part of AEGON, an international life insurance, pension, and asset management company. The AEGON companies employ approximately 28,000 people and have a strong presence in more than 20 countries across the globe. For more information, visit www.transamerica.com.