Senior Client Executive
Transamerica
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Résumé du poste
Transamerica is seeking a seasoned retirement plan relationship manager to retain assets and ensure client satisfaction across assigned plans including 401(k), DB, or MEP programs. You will conduct annual reviews, present solutions, and guide plan design while maintaining compliance and service quality.
The role requires extensive travel (over 50%), FINRA 6/63 and life licenses, ERISA expertise, and strong MS Office skills.
Qualifications
- 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.
- Proficiency using MS Office (Word, Excel, PowerPoint).
Responsabilités
- Conduct required number of annual plan reviews, investment reviews and service meetings with clients and brokers.
- Serve as the escalation point for resolution of non-routine issues related to service, including researching and identifying the root cause, designing a strategy to resolve issues and managing resources to resolution.
- 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.
- Adhere to process and documentation standards to minimize operational risk and loss.
- Interpret discrimination testing rules and results. Consult on solutions to failed testing.
- Drive cross sell opportunities to enhance individual client and enterprise profitability.
- Consult with clients and advisors on plan enhancements or upgrades including conversion of older investment contracts to newer products.
- Submit conversion approval requests and client conversion applications for processing.
- Keep clients and advisors apprised of product and service enhancements.
- Train clients on company processes, procedures and resources, including all systems/technology for participants and plan sponsors.
- Consult with clients on plan termination issues and enrollment communications strategies.
- Assist Sales with finals presentations as SME on service model and installation process.
- Contribute to department and organization-wide projects to enhance service and client satisfaction.
Connaissances
Formation
Outils
Description du poste
Account / Relationship Management
At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. 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.
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. 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.
Transamerica is organized into three distinct businesses. 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. 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.
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.
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.
- 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.
- Serve as the escalation point for resolution of non-routine issues related to service, including researching and identifying the root cause, designing a strategy to resolve issues and managing resources to resolution.
- 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.
- Adhere to process and documentation standards to minimize operational risk and loss.
- Interpret discrimination testing rules and results. Consult on solutions to failed testing.
- Drive cross sell opportunities to enhance individual client and enterprise profitability.
- Consult with clients and advisors on plan enhancements or upgrades including conversion of older investment contracts to newer products. Submit conversion approval requests. Analyze client’s current service agreement and investment contract to the provisions under the proposed conversion. Submit a client conversion application for processing.
- Keep clients and advisors apprised of product and service enhancements, including changes in investment options.
- Train clients on company processes, procedures and resources, including all systems/technology for participants and plan sponsors.
- Consult with clients on plan termination issues. Submit plan termination requests for processing.
- Consult on participant communications strategy and options with clients and advisors. Schedule workshops and facilitate fulfillment of enrollment materials. Report back to clients and advisors on success of strategies and programs.
- Consult with clients and advisors on plan options in advance or following a corporate action, such as a company merger or acquisition.
- 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.
- 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.
- Proficiency using MS Office (Word, Excel, PowerPoint).
- Advanced skills in MS Word, Excel and PowerPoint.
- Remote (Field/Travel) Environment
- Extensive Travel >50%
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
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.
For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.
- Competitive Pay
- 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 Opportunities
- Paid Time Off starting at 160 hours annually for employees in their first year of service.
- Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
- Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
- Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
- Adoption Assistance
- Employee Assistance Program
- Back-Up Care Program
- PTO for Volunteer Hours
- Employee Matching Gifts Program
- Employee Resource Groups
- Inclusion and Diversity Programs
- Employee Recognition Program
- Referral Bonus Programs
We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.
To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.
We believe our responsibilities extend beyond our corporate walls. That’s why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.
Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.
* As of December 31, 2023
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