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Transamerica: Bilingual Retirement Plan Counselor -Texas


This is a Full-time position in Houston, TX posted August 23, 2021.

Job Description SummaryDo you consider yourself passionate about preparing participants for retirement?

Are your communication skills polished and strong?

Do you enjoy providing guidance and education?

If you answered yes, we have the role for you!Job DescriptionThe Retirement Planning Consultant (RPC) provides educational and advisory services to one or more clients virtually or in person.

This Consultant is responsible for plan promotion, participant education and managing education campaigns.

The RPC conducts in person or virtual group educational meetings and one-on-one counseling sessions with participants on retirement and investment needs as well as provides guidance and transparency to participants on retirement product solutions.

The RPC is responsible for generating leads and managing projects.

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