7,369 Retirement Planning jobs in the United States

Join to apply for the Retirement Planning Consultant - Augusta, GA role at Transamerica About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Job Description Summary 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. Responsibilities: Develop and execute strategies to promote participant action toward a fully funded retirement; deliver on key plan metrics. Develop and manage client relationships from an educational perspective; build relationships with HR, management, and participants. Conduct group education meetings, workshops, webinars, and enrollment meetings. Conduct one-on-one retirement planning meetings with employees. Use Transamerica products and services to help participants meet retirement objectives. Provide insight into funds offered under each plan, including objectives and performance. Identify asset retention needs; discuss solutions with participants, including funding and asset rollovers. Explain product options and make recommendations. Work with participants with multi-product needs and connect with other specialists as needed. Maintain accurate records of progress. Promote and enroll participants into Managed Advice; provide ongoing support. Support high-value participants who leave their employer but keep assets in the plan. Hold meetings with internal partners and participate in organizational projects. Qualifications: Bachelor’s degree or equivalent experience. FINRA Series 6 or 7; Series 63 within six months. RPA or CRPC certification within 12 months; higher certifications acceptable. Three years of financial services experience. Strong communication, presentation, organization, and tech skills. Preferred Qualifications: Certified Financial Planner (CFP) Working Conditions: Remote with onsite as needed. Salary range: $66,000 - $80,000 annually, plus bonuses and incentives. This job description is not a contract. The company may change responsibilities as needed. What We Offer Competitive pay, bonus, and benefits including pension, 401k match, stock purchase, tuition reimbursement, insurance, wellness programs, parental leave, and more. Inclusion & Diversity We promote diversity through ERGs, awards, and inclusive programs. We believe diverse teams foster innovation and success. Giving Back The Aegon Transamerica Foundation supports nonprofits and community initiatives, driven by employee efforts and grants. About Our Parent Company Aegon, since 1844, serves over 23.9 million customers worldwide with investment, protection, and retirement solutions, focusing on helping people live their best lives and addressing societal issues like climate change and inclusion. Additional Details Seniority level: Mid-Senior level Employment type: Full-time Industry: Insurance and Financial Services This job posting is active and not expired. #J-18808-Ljbffr

• 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.

• 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.

• 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.

• Northern California
• San Francisco, CA
• Sacramento, CA

• 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

• 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

• Meet with clients to determine their concerns and plans.
• Explain to potential clients the types of benefits, coverage, and investments available to them.
• Educate clients and answer questions about solutions, options and potential risks.
• Recommend solutions from a portfolio of over 200 options organized in propriatary software.
• Maintain client relationships and determine if changes are needed to improve any coverages and accommodate life changes.
• Work well with a team of back office support.
• Maintain detailed records for client safety in our software.

• A teachable spirit, and thirst to learn.
• The ability to quickly establish rapport and build connections.
• Strong empathy and listening skills.
• Above average communication skills.
• Maintain client relationships and determine if changes are needed to improve any coverages and accommodate life changes.
• Minimum education is a High School Diploma or GED

• Client Engagement: Cultivate and expand your network within established markets
• Products and Services Consultation: Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs
• Client Service and Implementation: Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services
• Work-Life Balance: Flexible schedule to maximize productivity and personal time
• Location: Working outside the office in local schools and municipalities

• Education: Bachelor's degree or equivalent skills and work experience
• Licensing: State Life & Health, SIE, Series 7, Series 66
• Personal Attributes: values-driven with a track record of success and accomplishment
• Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
• Mindset: entrepreneurial spirit with a desire to positively impact others' lives
• Collaboration: ability to work with and learn from top performers
• Work Authorization: must be authorized to work in the United States

• FINRA Sponsorship: provided for required FINRA licensing
• Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
• Virtual University: access to Equitable Advisors' Virtual University for continuous learning
• Mentorship: opportunities for joint work and mentorship
• Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
• Leadership Development: access to Leadership Development School for those with management ambition
• Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program

• Sign-On Payment Eligibility: $250-$,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.
• Base Salary: After successfully completing PEP, you will be eligible to become a 20th Edition RBG financial professional. Equitable Advisors supports you with an annual salary ( 24,000) as a 20th Edition RBG financial professional.
• Commissions and Bonus: In addition to an annual salary, RBG financial professionals are eligible to earn commissions and bonus.
• Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.

• Client Engagement : Cultivate and expand your network within established markets
• Products and Services Consultation : Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs
• Client Service and Implementation : Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services
• Work-Life Balance : Flexible schedule to maximize productivity and personal time
• Location : Working outside the office in local schools and municipalities

• Education : Bachelor's degree or equivalent skills and work experience
• Licensing : State Life & Health, SIE, Series 7, Series 66
• Personal Attributes : values-driven with a track record of success and accomplishment
• Communication Skills : excellent interpersonal and communication abilities with strong self-confidence
• Mindset : entrepreneurial spirit with a desire to positively impact others' lives
• Collaboration : ability to work with and learn from top performers
• Work Authorization : must be authorized to work in the United States

• FINRA Sponsorship : provided for required FINRA licensing
• Preliminary Employment Period (PEP) : comprehensive 120-day hands-on training
• Virtual University : access to Equitable Advisors' Virtual University for continuous learning
• Mentorship : opportunities for joint work and mentorship
• Personalized Coaching : Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
• Leadership Development : access to Leadership Development School for those with management ambition
• Professional Growth : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program

• Sign-On Payment : Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP
• Base Salary : Annual salary for eligible financial professionals, empowering you to establish your career in wealth management
• Commissions and Bonus : In addition to an annual salary, financial professionals are eligible to earn commissions and bonus.
• Benefits : Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.

• Client Engagement : Cultivate and expand your network within established markets
• Products and Services Consultation : Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs
• Client Service and Implementation : Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services
• Work-Life Balance : Flexible schedule to maximize productivity and personal time
• Location : Working outside the office in local schools and municipalities

• Education : Bachelor's degree or equivalent skills and work experience
• Licensing : State Life & Health, SIE, Series 7, Series 66
• Personal Attributes : values-driven with a track record of success and accomplishment
• Communication Skills : excellent interpersonal and communication abilities with strong self-confidence
• Mindset : entrepreneurial spirit with a desire to positively impact others' lives
• Collaboration : ability to work with and learn from top performers
• Work Authorization : must be authorized to work in the United States

• FINRA Sponsorship : provided for required FINRA licensing
• Preliminary Employment Period (PEP) : comprehensive 120-day hands-on training
• Virtual University : access to Equitable Advisors' Virtual University for continuous learning
• Mentorship : opportunities for joint work and mentorship
• Personalized Coaching : Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
• Leadership Development : access to Leadership Development School for those with management ambition
• Professional Growth : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program

• Sign-On Payment : Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP
• Base Salary : Annual salary for eligible financial professionals, empowering you to establish your career in wealth management
• Commissions and Bonus : In addition to an annual salary, financial professionals are eligible to earn commissions and bonus.
• Benefits : Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.

Who We Are

At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.

We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:

• We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
• We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
• We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
• We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.

• Conduct individual and group presentations, in person or via video technology, to improve awareness of plan features and to grow plan assets. Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan.
• Actively participate in benefit fairs and new employee orientations.
• Participate in the annual plan review and financial education planning process.
• Assist Relationship Manager and/or District Vice President with targeted education campaigns to increase participation and deferral rates
• Meet with participants and eligible employees to educate employees regarding plan participation.
• Travel dependent on your territory may be required for new plan enrollments.

• This is a salary paid position with bonus potential
• Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
• Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
• Company-paid E&O, licensing fees, continuing education and compliance support

• High school diploma or GED required; Bachelor's Degree preferred
• Series 7, Series 66 preferred and appropriate state insurance licenses required
• CFP, ChFC or similar designations desirable
• Must have excellent presentation skills
• Bilingual Spanish/English skills a plus
• We are an Equal Opportunity Employer

• Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
• Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
• Employee Assistance Program: Confidential counseling services and resources are available to all employees.
• Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
• Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
• Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide®, "on your side" goes beyond just words. Our customers are at the center of everything we do and we're looking for associates who are passionate about delivering extraordinary care.

Sales Assistant

This position is responsible for handling basic to complex telephone/email/chat/fax inquiries from internal and external customers in an efficient, professional, and accurate manner. Provides customers with product knowledge and resolves customers concerns. Utilize functional expertise and knowledge of the business to support, develop and lead new initiatives, and maximize growth and profitability of the business.

Key Responsibilities:

•Provides support for customers by handling inquiries via calls/emails/chats, and demonstrates knowledge, understanding and experience to handle volume of internal and or external customer inquiries may include escalations

•Resolves complex questions/concerns and refer other inquiries to appropriate areas as needed

•Project Management: To initiate, execute, communicate and document projects as needed

•May act as a liaison to other departments where follow-up will be required to meet customers needs

•Assists in identifying process improvement opportunities

•Engages, inspires, educates and mentors, new hires and incumbents

•Collaborates with other areas to identify, analyze, and improve processes

•Inputs and tracks into the appropriate databases

Supervisory Responsibilities:

This job does not have supervisory duties.

Education and Experience:

•High School Diploma or GED (Preferred)

•0-2 years experience (Preferred)

•In lieu of the above education requirements, an equivalent combination of education and experience may be considered.

Certificates, Licenses, Registrations:

•Property & Casualty License (Preferred)

•SIE Exam and Series 6 and 63 Licenses (Preferred)

Functional Skills:

•Advanced product knowledge and insurance regulations knowledge

•Excellent working knowledge of Allstate s systems required to perform the role

•Ability to sell and service policies (based on requirements of the department)

•Ability to diffuse customers and agents

•Excellent working knowledge of billing concepts and Allstate s billing systems

•Effective oral and written communication skills

•Intermediate problem-solving skills

•Ability to adjust schedule according to business need

This is a hybrid role where candidates are required to into the Boise Regional office twice a week.

Job Description Summary
Do you love connecting and building new business relationships? If you have a natural curiosity, are passionate about helping people and want to accelerate both your personal and professional growth, we want to know more about you!

As an Analyst, you'll provide prompt, efficient service for assigned product and/or service center internal and external customers. You will coordinate communication between contract holders, producers and internal Nationwide departments. We'll count on you to review forms and files submitted by members or partners to ensure accurate entry into record keeping systems.

Job Description

Key Responsibilities:

• Prepares all materials to propose, sell and establish new plans and set up appropriate records: proposal illustrations, trust agreements, IRS determination reporting, employee communications and client administrative guide, census and plan information.
• Interprets plan provisions, product rules and guidelines to process requests in accordance with Plan and Legal requirements.
• Provides extraordinary care to our customers through workflow management and meeting all required service level agreements. Proactively seeks out opportunities to improve processes and the members experience through use of lean methodology.
• Follows up with appropriate internal administrative areas for completeness and accuracy of the end policy/account product.
• Researches, reviews and analyzes errors and determines best course of action for a workable solution. Takes ownership of identifying and evaluating problems and analyzing customer inquiries to determine appropriate action.
• Conducts follow up calls to service issues and questions, de-escalating complex customer requests and providing outstanding care during resolution. Includes understanding topics that require insurance or securities license and registration and when and how to route those inquiries to the properly-registered representative.
• Reviews and approves requests for withdrawal, exchanges, deposits, annuity purchases and contract cash-outs. Requests additional information when necessary.
• Compiles management information such as contract and sold case activity as needed by internal management.
• Communicates with customers, sales force, other departments, regional and/or field offices and other industry companies on topics that do not require insurance or securities licensing and registration. Collaborates and networks with outside business units to create innovative solutions for internal and external customers. Maintains appropriate records.Approves and processes business according to government regulations, contract provisions and internal procedures and controls.
• Conducts in good order reviews or other applicable requests for servicing Nationwide policies and customers for withdrawal, exchanges, deposits, annuity purchases and contract cash-outs.
• Helps with research for written responses to Nationwide formal complaints.
• Participates in special projects as assigned. Collaborates with appropriate staff to design, document, and implement process improvements and best practices

• Base Salary plus Commission
• SIMPLE IRA retirement match up to 3%
• PTO: 3 weeks every year with unlimited carryover
• 2k raise to base salary every 4-6 months for meeting a high level of production
• Valuable experience
• Health insurance
• Training & development

• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Work with the agent to establish and meet marketing goals
• Work leads, conduct appointments, identify customer needs, and market appropriate products and services.
Provide clients with financial planning and investment advice (if you have your Series 6, 63, & 65 licenses
• - if not, I can help you obtain these)
• Conduct financial reviews and recommend appropriate products.

• Bachelor's degree in finance, economics, accounting, or a related field preferred.
• Must be able to obtain relevant licenses.
• Excellent analytical, organizational, and problem-solving skills.
• Effective communication & interpersonal skills.
• Successful track record of meeting sales goals/quotas preferred.
• FINRA Series 6, 63 and 65 licenses preferred.

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