Strategic Retirement Relationship Executive (Remote)

Transamerica; United States; Hybrid; USD 91,000 - 125,000; 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

Paid Time Off

Holidays

Wellness program

Parental Leave

Adoption Assistance

Employee Resource Groups

Job summary

Transamerica in the United States is seeking an experienced Relationship Manager to oversee retirement plan client relationships, retention, and profitability.

You will advise advisors and plan sponsors, cross-sell solutions, and coordinate service delivery while staying current on ERISA rules and industry trends. This role requires a Bachelor's, 7+ years in retirement field, FINRA 6/63 and life licenses, and strong MS Office skills; travel 25-50%.

Qualifications

• Bachelor’s degree in a business related field or equivalent education/experience.
• Seven years of retirement industry or similar experience.
• FINRA Series 6 and 63, 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 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 review plans.
• Cross sell additional products and services to deepen client relationships and improve profitability.
• 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.
• 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

Relationship management

Communication

Presentation

Problem-solving

Research skills

MS Office

FINRA Series 6/63 licenses

Life insurance licenses

ERISA knowledge

Education

Bachelor’s degree in business or equivalent

Tools

MS Office

Job description

Transamerica in the United States is seeking an experienced Relationship Manager to oversee retirement plan client relationships, retention, and profitability.

You will advise advisors and plan sponsors, cross-sell solutions, and coordinate service delivery while staying current on ERISA rules and industry trends. This role requires a Bachelor's, 7+ years in retirement field, FINRA 6/63 and life licenses, and strong MS Office skills; travel 25-50%.