Retirement Planning Consultant I - Client Team (Wichita, KS)

Job Family Business Development / Direct Sales About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward.
We understand the potential 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 — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.
Transamerica is a part of Aegon, an integrated, diversified, international financial services group.
The Aegon companies employ over 21,500 people and have approximately 31.
7 million customers.
* For more information, visit www.
transamerica.
com.
Who We Are Transamerica has been making financial services available to the many, not just the few, for more than 100 years.
We’re a leading provider of life insurance, retirement, and investment solutions, serving millions of customers throughout the United States.
Transamerica’s dedicated professionals focus on helping people live their best lives through saving, investing, and protecting their loved ones.
Transamerica is dedicated to building America’s leading middle market life insurance and retirement company, providing a broad range of quality individual life insurance policies, workplace supplemental insurance benefits, workplace retirement plans, individual retirement accounts, and investment products, including mutual funds, annuities, stable value solutions, as well as investment management services.
What We Do Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, and Employee Benefits), which are supported by Transamerica Corporate (Corporate Development; Finance; Internal Audit; Legislative, Regulatory & Policy; Office of the CEO; People and Places; Brand; Corporate Affairs; Risk; and Technology).
Job Description Summary 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.
Job Description Responsibilities 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.
Qualifications 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.
Preferred Qualifications Certified Financial Planner (CFP) Working Conditions Hybrid/Office Environment.
Occasional local travel.
**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules.
It is estimated based on what a successful Colorado applicant might be paid.
It assumes that the successful candidate will be in Colorado or perform the position from Colorado.
Similar positions located outside of Colorado will not necessarily receive the same compensation.
** Compensation: The salary for this position generally ranges between $63,000 -80,000.
This range is an estimate, based on potential employee qualifications, operational needs and other considerations permitted by law.
The range may vary above and below the stated amounts, as permitted by Colorado Equal Pay Transparency Rule 4.
1.
2.
Bonus Eligibility: This position is also typically eligible for an annual and quarterly bonuses based on the Company Bonus Plan/Individual Performance and is at Company Discretion at a rate of 7.
5-10%.
This job description is not a contract of employment nor for any specific job responsibilities.
The Company may change, add to, remove, or revoke the terms of this job description at its discretion.
Managers may assign other duties and responsibilities as needed.
In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.
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 Peer Recognition Program (BRAVO) * As of December 31, 2022 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.
https://www.
transamerica.
com/why-transamerica/aegon-transamerica-foundation 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 29.
5 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.