NewYorkRecruiter Since 2001
the smart solution for New York jobs

Retirement Planning Consultant I (New York City, Tri-State Area)

Company: Transamerica
Location: New York
Posted on: January 15, 2021

Job Description:

Job Description SummaryProvides educational and advisory services to one or more clients virtually or in person. Responsible for plan promotion, participant education and managing education campaigns. Conducts in person or virtual group educational meetings and one-on-one counseling sessions with participants on retirement and investment needs. Provides guidance and transparency to participants on retirement product solutions. Responsible for generating leads and managing projects.Job DescriptionResponsibilities* 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.* FINRA Series 65 or 66, or obtain with 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* Office environment.* Extensive overnight and weekend travel (75%).

Keywords: Transamerica, New York , Retirement Planning Consultant I (New York City, Tri-State Area), Other , New York, New York

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


In Home Care Companion
Description: If you're someone who wants to work somewhere that you enjoy spending your time, we have the In Home Caregiving position for you Care In Homes believes that
Company: CareInHomes
Location: Port Jefferson
Posted on: 01/25/2021

Now Hiring - Weekend Fork Lift Operators!
Description: Company DescriptionThe Nature's Bounty Co. is a privately held, global leader in health and wellness with a rich history and proven track record in the nutritional market. As a manufacturer, marketer (more...)
Company: The Nature's Bounty Co.
Location: Bohemia
Posted on: 01/25/2021

Set Your Own Schedule - Shop and Deliver Groceries
Description: Shipt is a membership-based marketplace that helps people get the things they need, like fresh produce and household essentials, from stores they trust. Help people save time and have fun while you're (more...)
Company: Shipt
Location: West Sayville
Posted on: 01/25/2021


Deliver with Uber Eats this Winter
Description: Job DescriptionDeliver with Uber. Earn on your schedule. Deliver with Uber Eats on your schedule. Deliver for a few hours in the mornings, every night, or just on weekends--it's up to you. Earn Extra (more...)
Company: Uber Eats
Location: Bellport
Posted on: 01/25/2021

Make up to $21/hour - Deliver with DoorDash
Description: Your time. Your Goals. br What is DoorDash br Available in over 4,000 cities in the U.S., Canada, and Australia, DoorDash is about connecting people with possibilities: bigger savings accounts, (more...)
Company: Doordash
Location: White Plains
Posted on: 01/25/2021

Arithmetic Private Tutoring Jobs Bohemia
Description: Company We are looking for students, professionals, retirees or anyone with a passion to share, to join the largest community of teachers worldwide If you have free time and want to share your knowledge, (more...)
Company: Superprof
Location: Bohemia
Posted on: 01/25/2021

Deliver Food with Uber - Flexible Gig
Description: Job DescriptionDeliver with Uber. Earn on your schedule. Work on your schedule. Deliver for a few hours in the mornings, every night, or just on weekends--it's up to you. Earn Good Money. You'll
Company: Uber Eats
Location: Moriches
Posted on: 01/25/2021

ESL Private Tutoring Jobs Bohemia
Description: Company We are looking for students, professionals, retirees or anyone with a passion to share, to join the largest community of teachers worldwide If you have free time and want to share your knowledge, (more...)
Company: Superprof
Location: Bohemia
Posted on: 01/25/2021

Set Your Own Schedule - Shop and Deliver Groceries
Description: Shipt is a membership-based marketplace that helps people get the things they need, like fresh produce and household essentials, from stores they trust. Help people save time and have fun while you're (more...)
Company: Shipt
Location: Selden
Posted on: 01/25/2021

Project Administrator
Description: Meet Marx-Okubo. Are you someone that has insatiable curiosity, always digging deeper to understand or innovate Do you thrive when collaborating with others Founded 1982, Marx-Okubo is an employee-owned (more...)
Company: Marx Okubo Associates
Location: White Plains
Posted on: 01/25/2021

Log In or Create An Account

Get the latest New York jobs by following @recnetNY on Twitter!

New York RSS job feeds