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.

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 / Onsite.

Extensive overnight and weekend travel 50-60%.

Compensation

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 - 90,000 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 of 7.5 -17.5% 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.