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.
Requirements
- Develop and execute strategies and approaches to promote participant action toward a fully funded retirement
- 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
- Identify asset retention needs and initiate discussions with participants
- Promote, educate and enroll participants into Managed Advice; provide on-going financial and planning support to participants in the Managed Advice program
- 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
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
- 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
