Lead Client Executive – Retirement Relationship Manager

🕒 Ontem

🐎 Kentucky, Ohio – Remoto

🐎 Kentucky – Remote 🏈 Ohio – Remote

💵 $91.000 - $125.000 / ano

⏰ Tempo Integral

🟠 Sênior

🧑‍💼 Executivo de Contas

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Transamerica

SiteLinkedInTodas as Vagas

5001 - 10000 funcionários

Fundada em 1904

💼 Consultoria

🏥 Saúde

💸 Finanças

Consulting • Healthcare • Finance

A Transamerica é uma empresa de serviços financeiros que oferece uma ampla gama de produtos e serviços, incluindo seguro de vida, planejamento de aposentadoria, fundos mútuos, anuidades e benefícios para funcionários. O objetivo é ajudar as pessoas a planejar seu futuro financeiro e viver suas melhores vidas, oferecendo ferramentas, educação e orientação baseadas em pesquisa. A Transamerica trabalha com instituições e consultores para fornecer soluções e serviços projetados para atender às necessidades em evolução de indivíduos e empregadores. A empresa também foca na segurança da aposentadoria e na gestão de investimentos, enfatizando a inovação e a liderança na indústria financeira.

Descrição

• Manage an assigned book of business through strategic and tactical planning, proactive meetings, client touchpoints, and annual review plans • Cross-sell additional products and services using a consultative approach • Serve as the escalation point for service-related issues and manage resolution strategies • Consult with clients and brokers on qualified plan design issues and explain plan provisions • Analyze discrimination testing rules and results and consult on solutions to failed testing • Advise clients and advisors on plan enhancements, upgrades, and investment contract conversions • Communicate product and service enhancements, investment option changes, and new Transamerica products • Train clients on company processes, procedures, and participant/plan sponsor systems and technology • Consult on participant communication strategies and options • Schedule workshops and facilitate enrollment-material fulfillment • Report on the success of strategies and programs • Consult on plan termination issues and submit termination requests for processing • Monitor corporate actions such as mergers and acquisitions and proactively consult with clients and advisors • Balance competing interests of clients and providers • Manage special projects as assigned

🎯 Requisitos

• 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 ability to obtain them within six months • Thorough understanding of ERISA and retirement industry trends • Advanced knowledge of retirement programs and 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 • Advanced skills in MS Word, Excel, and PowerPoint • Frequent travel of 25 to 50%

🏖️ Benefícios

• Competitive Pay • Bonus for Eligible Employees • Benefits Package • 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 • Be Well Company holistic wellness program, including 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 • 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 • Frequent Travel 25 to 50%