Senior Retirement Relationship Executive

Transamerica; Ohio; Remote; USD 91,000 - 125,000; Full time

Benefits offered by this job

Bonus for Eligible Employees

Pension Plan

Employee Stock Purchase Plan

Tuition Reimbursement

Disability Insurance

Medical Insurance

Dental Insurance

Paid Time Off 160 hours annual

Job summary

Transamerica is seeking a skilled Account / Relationship Manager to oversee retirement plan clients and drive satisfaction, retention, and profitability. The role involves strategic planning with advisors, cross-selling solutions, and handling escalations to ensure seamless service for Defined Benefit and other retirement products.

The ideal candidate has extensive retirement industry experience, ERISA knowledge, and strong communication and relationship-building skills.

Qualifications

• Bachelor’s degree in business or equivalent experience.
• 7+ years retirement industry experience.
• FINRA Series 6 and 63 licenses, or ability to obtain within six months.
• Thorough understanding of ERISA and retirement industry trends.
• Advanced knowledge of retirement programs and plan management.

Responsibilities

• Manage relationship with assigned clients to ensure satisfaction, retention and profitability of retirement plans.
• Oversee an assigned book of business with strategic and tactical planning through meetings with advisors and clients.
• Cross-sell additional products and services to deepen client relationships and improve profitability.
• Serve as escalation point for service-related issues and manage resources to resolution.
• Consult with clients and brokers on plan design issues and testing.
• Consult with client on plan enhancements and conversions of older contracts.
• Keep clients informed about product and service changes and new Transamerica offerings.
• Consult with clients on participant communications and enrollment workshops.
• Advise on plan termination issues; monitor corporate actions like mergers/acquisitions.
• Manage special projects as assigned.

Skills

Communication

Presentation

Relationship-building

ERISA knowledge

Retirement programs

Plan management

Education

Bachelor’s degree in business related field

Tools

MS Office

MS Word

MS Excel

MS PowerPoint

FINRA Series 6 & 63

Life insurance licenses

Job description

Transamerica is seeking a skilled Account / Relationship Manager to oversee retirement plan clients and drive satisfaction, retention, and profitability. The role involves strategic planning with advisors, cross-selling solutions, and handling escalations to ensure seamless service for Defined Benefit and other retirement products.

The ideal candidate has extensive retirement industry experience, ERISA knowledge, and strong communication and relationship-building skills.