Transamerica is a financial services company dedicated to helping individuals achieve financial freedom. The Regional Retirement Consultant will generate qualified retirement plan sales, maintain customer relationships, and partner with local financial professionals to meet sales goals and ensure client satisfaction.
Responsibilities
- Manage the Request for Proposal (RFP) process and requests for information. Analyze customer product needs based upon advisor value proposition, plan sponsor requirements, and employee necessities
- Profile and gather client and plan information to package specific Transamerica solutions, including multiple service models across all qualified plan types encompassing over 40 product platforms and thousands of investment options, to be presented to the plan sponsor, advisor, and TPA community
- Develop Retirement plan pricing, with responsibility for investment research, fund mapping, service model selections, and underwriting
- Engage in proactive advisor outreach, cultivation of advisor relationships and the facilitation of sales finals to plan sponsors. The RVP/Internal Wholesaler (IW) partnership will develop a network of advisors to develop sales opportunities and meet company objectives through territory sales
- Perform individual prospecting and sales to advisors and plan sponsors of Transamerica’s Retirement Solutions in the sub $3M market
- Handle post sale facilitation and coordination of sales contract documentation for plan submission and implementation. Work with advisors and plan sponsor to finalize product and service selections, sales contracts, and coordinate with the internal implementation team to provide a positive onboarding experience for the client. Serve as a point of contact to resolve issues and keep the advisor abreast on progress
- Stay up to date on dynamic landscape of group retirement space including legislative changes, new competitor offerings, internal product changes, and changes to the way broker-dealer partners want to do business with Transamerica
- Facilitate campaign marketing/advisor communications via outbound call activity to solicit interest in Transamerica Retirement products and services
- Manage post sale service issues that arise and field service and product inquiries from clients; direct traffic to internal support units to solve issues, which includes frequent communication and setting expectations
Skills
- Bachelor's degree in a business field or equivalent experience
- FINRA Series 6 or 7
- FINRA Series 63
- Applicable State Insurance licenses or obtain within 90 days of hire
- One year of relevant financial services experience such as internal sales experience, financial advisor, or similar work in the retail banking industry
- Excellent listening skills to assess customer needs
- Excellent communication and interpersonal skills
- Critical thinking skills to analyze data and make well-reasoned decisions
- Proficiency using MS Office suite
- Experience with group retirement plans
- Sales or relationship management experience
- Industry designations (such as CRPS)
- MBA
Benefits
- Competitive Pay
- Bonus for Eligible Employees
- Pension Plan
- 401k Match
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Employee Discounts
- Career Training & Development Opportunities
- 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
Company Overview
Company H1B Sponsorship
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