Remote Senior Client Executive – Retirement Plans

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

Benefits offered by this job

Pension Plan

401k Match

Employee Stock Purchase Plan

Tuition Reimbursement

Disability Insurance

Medical Insurance

Dental Insurance

Vision Insurance

Job summary

Transamerica is seeking a seasoned Account / Relationship Management professional to manage an assigned retirement client book and drive profitability. You will consult on plan designs, explain provisions, and guide client-advisor collaborations across 401(k) and defined benefit/defined contribution programs.

The role requires travel and strong regulatory knowledge. The position offers a competitive salary with incentives and a comprehensive benefits package, aligned with industry standards for

Qualifications

• Bachelor's degree or equivalent experience in a business field.
• 10 years of retirement industry or related experience.
• FINRA Series 6 and 63, or ability to obtain within 6 months.
• Life and Health insurance licenses as required by state(s) or ability to obtain within 12 months.
• Strong understanding of ERISA and retirement industry trends.
• Advanced knowledge of retirement programs and plan management.
• Excellent communication, presentation and relationship-building skills.
• Strong problem-solving and decision-making abilities.

Responsibilities

• Manage an assigned book of business with strategic planning and annual plan reviews.
• Cross-sell products and services to deepen client relationships and profitability.
• Serve as escalation point for service-related issues and resolve root causes.
• Consult with clients on plan design, eligibility and terminations as needed.
• Explain plan provisions and assist with enrollment materials and reporting.
• Keep clients updated on product and service enhancements and changes.

Skills

Communication skills

Presentation skills

Relationship-building

Decision-making

Problem-solving

Attention to detail

Research skills

Education

Bachelor's degree in a business related field or equivalent education/experience

Tools

MS Office

Job description

Transamerica is seeking a seasoned Account / Relationship Management professional to manage an assigned retirement client book and drive profitability. You will consult on plan designs, explain provisions, and guide client-advisor collaborations across 401(k) and defined benefit/defined contribution programs.

The role requires travel and strong regulatory knowledge. The position offers a competitive salary with incentives and a comprehensive benefits package, aligned with industry standards for