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.).
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 gathering and retention opportunities : make connections, as necessary, to the Transamerica Advice Center for consolidation through the retirement plan and IRA options.
Explain and ensure participants understand product options.
Work with participants with multi-product needs and connect with other product specialists as needed.
Document participant interactions and progress toward goals with timely entries to our CRM software.
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.
Working Conditions :
Non-commuting Remote employees will not be assigned to report to a Company office location (although they may need to travel to a Company office upon request) and will perform their work remotely
Travel expectations of 60% with occasional weekend and holiday travel.
Locations : Northern California
Northern California
Sacramento, CA
Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws.
It is estimated based on what a successful candidate might be paid in certain Company locations.
The Salary for this position generally ranges between $66,000 - $80,000 annually. This range is an estimate, based on potential qualifications 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 Company discretion.
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 throughthe Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including theInclusion 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.Theyprovide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.
Giving Back
Webelieve our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994.
Through a mixof 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
Aegonacquired 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.
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