Regional Retirement Consultant - (Denver)

Responsibilities: Manage the Request for Proposal (RFP) process and related information requests Analyze client needs based on advisor value proposition and plan sponsor requirements Profile and package Transamerica solutions across multiple service models and product platforms Develop retirement plan pricing and perform investment research and fund mapping Proactive advisor outreach and relationship cultivation to drive plan sponsor opportunities Collaborate with RVP/IW to build a network that generates sales in territory Prospect and close sales to advisors and plan sponsors in sub $3M market Coordinate post-sale documentation, onboarding, and implementation with internal teams Serve as a point of contact to resolve issues and update advisors on progress Stay informed on retirement industry changes, competitors, and product updates Facilitate marketing/advisor communications and outbound outreach Manage post-sale service inquiries and route to appropriate internal teams

Key requirements: Bachelor’s degree in Business or equivalent experience FINRA Series 6 or 7 FINRA Series 63 or 66 Life insurance license or obtain within 90 days One year of relevant financial services experience Excellent listening and communication skills Critical thinking and data analysis abilities Proficiency with MS Office suite Excellent listening and communication Interpersonal skills Critical thinking Proactive advisor outreach Customer-focused mindset MS Office suite