Retirement Planning Consultant; Traverse , MI

Position: Retirement Planning Consultant (Traverse City, MI)
We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.

Transamerica is organized into three distinct businesses. These include
1) World Financial Group, including Transamerica Financial Advisors,
2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and
3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.
* Develop and execute strategies and approaches to promote participant action toward a fully funded retirement; deliver on key plan metrics (i.e. 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 towards goals.
* Promote, educate and enroll participants into Managed Advice; provide on-going 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.
** What We Offer
** For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits Benefits Package
* Pension Plan
* 401k Match
* Employee Stock Purchase Plan
* Tuition Reimbursement
* Disability Insurance
* Medical Insurance
* Dental Insurance
* Vision Insurance
* Employee Discounts
* Career Training & Development Opportunities Health and Work/Life Balance Benefits We believe our responsibilities extend beyond our corporate walls. That's why we created the acquired the Transamerica business in 1999. Since its start in 1844, Aegon has  grown into an international company serving more than 23.9 million people across the globe.  It offers investment, protection, and retirement solutions, always with a clear purpose:
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