TransAmerica Technology Services
Senior Client Executive
California - Working From Home · Senior
Sponsorship not specified$80k-$105kDetected 2 days ago
Strategic CommunicationsSalesExcelAuditingResearchCommunicationMentoringPublic SpeakingMicrosoft OfficeInternal Audit
About the role
- 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.
- Our insurance, retirement, and investment solutions help people make the most of what's important to them.
Responsibilities
- Consult with clients and brokers on qualified plan design issues. Interpret and explain plan provisions to accomplish client goals. Forward requests for plan amendments through appropriate channels for processing.
- Drive cross sell opportunities to enhance individual client and enterprise profitability.
- Assist the Sales team with finals presentations, acting as the subject matter expert on topics such as the company service model, installation process, ongoing administration, plan design, communications programs and procedures
- Contribute to and participate in department and organization-wide projects designed to enhance service, improve internal training, and improve client satisfaction and retention.
Requirements
- Proficiency using MS Office (Word, Excel, PowerPoint).
- Bachelor's degree in a business related field or equivalent education/experience.
- Five years of retirement industry or similar experience.
- FINRA Series 6 and 63 licenses, and Life insurance licenses, or obtain within six months.
- Thorough understanding of ERISA and retirement industry trends.
- Advanced knowledge of retirement programs and subject matter expertise in plan management, including, but not limited to technical, compliance, administration, investment, and participant solutions.
Nice to have
- Advanced skills in MS Word, Excel and PowerPoint.
- Working Conditions
- Extensive Travel >50%
Compensation
- The salary for this position generally ranges between $80,000 - $105,000 annually/per hour.
- Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs.
- Salary may vary above and below the stated amounts, as permitted by applicable law.
- Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company's discretion.
- Competitive Pay
- Conduct required number of annual plan reviews, investment reviews and service meetings with clients and brokers. Bring consultative elements to relationships with the goal of enhancing client, advisor and TPA loyalty.
Benefits
- For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.
- Compensation Benefits
- Bonus for Eligible Employees
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical Insurance
- Dental Insurance
Company info
- We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.
- Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them.
- We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.
- What We Do
- At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward.
- Transamerica is organized into three distinct businesses.
- These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.
- Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.
- We believe everyone deserves to live their best life.
- More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.
- Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide.
- We're empowered by a vast agent network covering North America, with diversity to match.
- Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play.
- United in our purpose, we help people create the financial freedom to live life on their terms.
- These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities.
- Transamerica employs nearly 7,000 people.
- It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide. * For more information, visit transamerica.com.
- Job Description Summary
- Responsible for retirement plan asset retention and client satisfaction for assigned clients with 401(k) plans, DB or MEP plans.
- Handles relationship management through required client visits and proactive phone contact.
- Represents the company in retention situations and new sales, including formal presentations for the purpose of maintaining, retaining, and gathering retirement program assets to drive profitability and help participants achieve retirement readiness.
- Job Description
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