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 particip...
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