Retirement Planning Consultant; Traverse , MI

Job Family:
Business Development / Direct Sales

About the Role:

Provides dedicated on-site support, educational and advisory 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.

• Develop and execute strategies and approaches to promote participant action toward a fully funded retirement; deliver on key plan metrics (e.g., 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 deliver 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 retention needs and initiate discussions with participants, including opening and funding solutions as an IAR and/or referring opportunities to the Transamerica Advice Center.
• Retain assets in plan and roll plan assets to an IRA under DOL fiduciary advice rules.
• Explain and ensure participants understand product options; make appropriate recommendations.
• Work with participants with multi‑product needs and connect with other product specialists as needed.
• Maintain current and accurate records to document progress toward goals.
• Promote, educate and enroll participants into Managed Advice; provide ongoing financial and planning support to participants in the Managed Advice program.
• Provide ongoing support to high‑value participants that leave their employer and choose to keep assets within the Transamerica plan.
• 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.

• Bachelor’s degree in a related field or equivalent business experience.
• FINRA Series 6 or 7.
• FINRA Series 63 or obtain within six months.
• Retirement Plans Associate (RPA) or Charted 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.
• Three years of financial services or related experience.
• Strong communication and interpersonal skills.
• Presentation skills to support the sales process.
• Self‑motivated to drive toward set targets.
• Organization and time‑management skills.
• Ability to quickly learn new systems/technology.

• Remote environment with weekly travel.
• Onsite in Traverse City, MI & surrounding areas weekly.

Salary generally ranges between $66,000 – $80,000 annually. The position is typically eligible for an annual bonus based on the Company Bonus Plan/Individual Performance and may have performance incentives.

• Competitive pay and annual bonus.
• Benefits package: pension plan, 401(k) match, employee stock purchase plan.
• Tuition reimbursement; disability, medical, dental, and vision insurance.
• Paid time off starting at 160 hours annually; ten paid holidays per year.
• Wellness program, parental leave, adoption assistance, employee assistance program.
• Back‑up care program, volunteer PTO matching, employee matching gifts program.
• Employee resource groups, diversity and inclusion programs, employee recognition, referral bonuses.