Remote Client Executive – Retirement Plans

Transamerica Corporation; United States; Remote; USD 110,000 - 150,000; Full time

Job summary

Transamerica Corporation in the United States is seeking a Relationship Manager to oversee a book of retirement plan clients, ensuring satisfaction, retention and profitability. You will engage advisors and clients, discuss plan designs, and drive cross-sell opportunities while delivering expert guidance on ERISA compliance and retirement program management.

You will coordinate enrollment processes, provide reporting, and stay updated on corporate actions affecting plan sponsors.

Qualifications

• Bachelor’s degree in a business related field or equivalent education/experience.
• Ten years of retirement industry or similar experience.
• FINRA Series 6 and 63, or obtain within 6 months of job entry date
• Life and Health insurance license(s), as required by state(s), or obtain within 12 months of job entry date
• Thorough understanding of ERISA and retirement industry trends.
• Advanced knowledge of retirement programs and subject matter expertise in plan management, including technical, compliance, administration, investment, and participant solutions.
• Excellent communication, presentation and relationship-building skills.
• Decision-making and problem-solving skills.
• Research skills and attention to detail.
• Proficiency using MS Office tools.

Responsibilities

• Manage an assigned book of business, providing strategic and tactical planning through proactive meetings and touch points with advisors and clients, including annual plan reviews.
• Cross sell additional products and services to deepen client relationships and improve profitability using a consultative approach.
• Serve as the escalation point for service related issues.
• Identify root causes and design strategies to resolve; manage resources through to resolution.
• Consult with clients and advisors on qualified plan design issues.
• Interpret and explain plan provisions to accomplish client goals.
• Analyze and interpret discrimination testing rules and results; consult on solutions.
• Consult with client and advisors on plan enhancements and upgrades, including conversion of older investment contracts to newer products.
• Keep clients and advisors apprised of product and service enhancements, including changes in investment options and new Transamerica products.
• Train clients on company processes, procedures and resources, to include systems/technology used by participants and plan sponsors.
• Consult with clients on participant communication strategies and options.
• Schedule workshops and facilitate fulfillment of enrollment materials.
• Provide reporting on the success of strategies and programs.
• Consult with clients on plan termination issues; submit plan termination requests for processing.
• Stay abreast of corporate actions, such as company mergers/acquisitions to proactively consult with clients and advisors.
• Ensure a balance is kept between competing interests of clients and providers.
• Manage special projects as assigned.

Skills

Communications

Relationship building

Presentation skills

MS Office proficiency

Education

Bachelor’s degree in business or related field

Ten years retirement industry experience

Tools

FINRA Series 6 & 63

Life and Health licenses

ERISA knowledge

Job description

Transamerica Corporation in the United States is seeking a Relationship Manager to oversee a book of retirement plan clients, ensuring satisfaction, retention and profitability. You will engage advisors and clients, discuss plan designs, and drive cross-sell opportunities while delivering expert guidance on ERISA compliance and retirement program management.

You will coordinate enrollment processes, provide reporting, and stay updated on corporate actions affecting plan sponsors.