Job Description

Job Title

Provide education and advisory services on asset consolidation planning to active retirement plan participants, business partners, and outside advisors.

Responsibilities

• Collaborate with channel partners and act on referrals from the Customer Care Center regarding participants with consolidation and planning needs.
• Gather information through best interest interviews to understanding the participant's situation and determine the best consolidation approach.
• Proactively reach out to new participants to Transamerica Employer plans. Educate on consolidation options and provide specialized assistance with plan enrollment.
• Hold retirement planning phone consultations with clients as requested.
• Partner with Regional Vice Presidents and Client Executives to facilitate the movement of terminated plan assets to Transamerica.
• Work with relationship managers and fulfillment analysts to initiate product requests.

Qualifications

• Bachelor's degree in a business field or equivalent experience
• Experience as a retirement plan specialist or asset consolidation specialist, or two years of relevant financial services experience
• FINRA Series 6 or 7
• FINRA Series 63 (or obtain within six months of hire)
• FINRA Series 65 or 66 (or obtain within six months of hire)
• Customer service, interpersonal, and listening skills to communicate with customers and earn trust
• Problem-solving and decision-making skills to select and recommend product solutions
• Outstanding written/verbal communication and presentation skills
• Knowledge of customer relationship management (CRM) such as Salesforce.com, and digital financial advice platforms
• Proficiency using MS Office

Preferred Qualifications

• CRPC or CFP
• Life license

Working Conditions

• Remote (Field/Travel) Environment
• May work varied shifts

Compensation

The salary for this position generally ranges between $43,500 - $47,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company's discretion.

This position is also currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents.

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

• Competitive Pay
• Bonus for Eligible Employees

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

• Paid Time Off starting at 160 hours annually for employees in their first year of service.
• Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
• Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
• Parental Leave fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
• Adoption Assistance
• Employee Assistance Program
• College Coach Program
• Back-Up Care Program
• PTO for Volunteer Hours
• Employee Matching Gifts Program
• Employee Resource Groups
• Inclusion and Diversity Programs
• Employee Recognition Program
• Referral Bonus Programs

Inclusion & Diversity

We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.

To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.

Giving Back

We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.

Transamerica's Parent Company

Aegon 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: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.

* As of December 31, 2023

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