Retirement Planning Consultant I

Transamerica

Retirement Planning Consultant I providing dedicated on-site support and advisory services for clients. Develops strategies to promote participant action toward a funded retirement.

Posted 5/28/2026full-timeIndianapolis • 🇺🇸 United StatesMid-LevelSenior💰 $66,000 - $80,000 per yearWebsite

Tech Stack

Tools & technologies

RPA

About the role

Key responsibilities & impact

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.
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.
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.

Requirements

What you’ll need

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.

Benefits

Comp & perks

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
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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

retirement planningfinancial servicesasset retentionfund performance analysismanaged adviceclient relationship managementeducational meeting facilitationworkshop deliveryone-on-one retirement meetingsstrategic planning

Soft Skills

communication skillsinterpersonal skillspresentation skillsself-motivationorganization skillstime-management skillsrelationship buildingadvisory skillseducational skillsclient engagement

Certifications

Bachelor's degreeFINRA Series 6FINRA Series 7FINRA Series 63Retirement Plans Associate (RPA)Chartered Retirement Plan Counselor (CRPC)Certified Financial Planner (CFP)Chartered Retirement Counselor (CRC)Certified Employee Benefit Specialist (CEBS)Chartered Financial Consultant (ChFC)