Regional Retirement Consultant (Denver)
Transamerica, Denver, CO, United States
About Us
At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging a diverse workforce. We embrace an environment where employees enjoy a balance between careers, families, communities, and personal interests. We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we’re part of an international holding company with millions of customers worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them.
Job Family Sales Support / Operations
Job Description Summary Generate qualified retirement plan sales and maintain small and mid‑market customer relationships. Partner with a local RVP in a geographic territory to engage with financial professionals, consultants, third‑party administrators and plan sponsors. Responsible for achieving an annual plan and asset sales goal and for managing the relationship of assigned advisors, TPAs and plans to ensure ongoing client satisfaction and future opportunities.
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 facilitation of sales finals to plan sponsors. The RVP/Internal Wholesaler 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 $3 M 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 of progress.
Stay up to date on the 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.
Qualifications
Bachelor’s degree in a business field or equivalent experience
FINRA Series 6 or 7
FINRA Series 63
Applicable State Insurance licenses or obtained 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
Preferred Qualifications
Experience with group retirement plans
Sales or relationship management experience
Industry designations (such as CRPS)
MBA
Working Conditions
Hybrid Office Environment
Occasional Travel
Travel to assigned regions to strengthen relationships, attend regional events, broker‑dealer partner meetings, and other regional events
Compensation Total Compensation for first year RVP/Regional Retirement Consultant targeted at $115,000, contingent upon attainment of sales goals. Commission based pay is capped at 250% of target.
Commissions: This position may be eligible to earn commissions targeted at $40,000 annually, paid on monthly sales based on applicable sales incentive plan(s). All details pertaining to the calculation and payment of those commissions are available in the individual provisions of the sales incentive plan that applies.
Bonus Eligibility: This position is also typically eligible for an annual bonus based on individual performance at a target of $20,000 annually tied to product sales. Other product bonuses may apply.
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 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 personal and financial well‑being.
Benefits Package
Pension Plan
401(k) 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 NYSE holidays)
Be Well Company holistic wellness program, including Wellness Coaching and Reward Dollars
Parental Leave – fifteen (15) days of paid parental leave per calendar year for 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
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
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 through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion 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, including employee‑driven Employee Resource Groups (ERGs) open to all employees.
Giving Back We believe our responsibilities extend beyond our corporate walls. Through the Aegon Transamerica Foundation, we support nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.
Transamerica’s Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people worldwide. 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.
#J-18808-Ljbffr
Job Family Sales Support / Operations
Job Description Summary Generate qualified retirement plan sales and maintain small and mid‑market customer relationships. Partner with a local RVP in a geographic territory to engage with financial professionals, consultants, third‑party administrators and plan sponsors. Responsible for achieving an annual plan and asset sales goal and for managing the relationship of assigned advisors, TPAs and plans to ensure ongoing client satisfaction and future opportunities.
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 facilitation of sales finals to plan sponsors. The RVP/Internal Wholesaler 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 $3 M 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 of progress.
Stay up to date on the 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.
Qualifications
Bachelor’s degree in a business field or equivalent experience
FINRA Series 6 or 7
FINRA Series 63
Applicable State Insurance licenses or obtained 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
Preferred Qualifications
Experience with group retirement plans
Sales or relationship management experience
Industry designations (such as CRPS)
MBA
Working Conditions
Hybrid Office Environment
Occasional Travel
Travel to assigned regions to strengthen relationships, attend regional events, broker‑dealer partner meetings, and other regional events
Compensation Total Compensation for first year RVP/Regional Retirement Consultant targeted at $115,000, contingent upon attainment of sales goals. Commission based pay is capped at 250% of target.
Commissions: This position may be eligible to earn commissions targeted at $40,000 annually, paid on monthly sales based on applicable sales incentive plan(s). All details pertaining to the calculation and payment of those commissions are available in the individual provisions of the sales incentive plan that applies.
Bonus Eligibility: This position is also typically eligible for an annual bonus based on individual performance at a target of $20,000 annually tied to product sales. Other product bonuses may apply.
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 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 personal and financial well‑being.
Benefits Package
Pension Plan
401(k) 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 NYSE holidays)
Be Well Company holistic wellness program, including Wellness Coaching and Reward Dollars
Parental Leave – fifteen (15) days of paid parental leave per calendar year for 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
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
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 through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion 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, including employee‑driven Employee Resource Groups (ERGs) open to all employees.
Giving Back We believe our responsibilities extend beyond our corporate walls. Through the Aegon Transamerica Foundation, we support nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.
Transamerica’s Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people worldwide. 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.
#J-18808-Ljbffr