Remote Retirement Relationship Executive

Transamerica; Central City (KY); Remote; USD 91,000 - 125,000; Full time

Benefits offered by this job

Bonus for Eligible Employees

Pension Plan

401k Match

Employee Stock Purchase Plan

Tuition Reimbursement

Disability Insurance

Medical Insurance

Dental Insurance

Vision Insurance

Employee Discounts

Career Training & Development

Job summary

Transamerica is seeking a senior retirement services professional to manage assigned client relationships, focusing on defined contribution and retirement plan profitability. You will work with advisors and plan sponsors to implement strategies, address service needs, and coordinate plan enhancements in a fast-paced, client-first environment.

The role requires deep ERISA expertise, licensed product knowledge, and strong communication skills as you guide clients through complex plan provisions

Qualifications

• Bachelor’s degree in business related field or equivalent education/experience.
• Minimum seven years in retirement industry or similar.
• FINRA Series 6 and 63, and Life insurance licenses, or obtain within six months.
• Thorough understanding of ERISA and retirement industry trends.

Responsibilities

• Manage an assigned book of business with strategic and tactical planning through proactive meetings and touch points with advisors and clients, including annual review plans.
• 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 brokers 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 to failed testing.
• Consult with client and advisor 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.

Skills

Excellent communication

Presentation skills

Relationship-building

Decision-making & problem-solving

Research & detail orientation

Education

Bachelor’s degree in business or related field

Tools

MS Office

Job description

Transamerica is seeking a senior retirement services professional to manage assigned client relationships, focusing on defined contribution and retirement plan profitability. You will work with advisors and plan sponsors to implement strategies, address service needs, and coordinate plan enhancements in a fast-paced, client-first environment.

The role requires deep ERISA expertise, licensed product knowledge, and strong communication skills as you guide clients through complex plan provisions