
Finance • Insurance • Retirement
Transamerica is a financial services company that provides a diverse range of products and services, including life insurance, retirement planning, mutual funds, annuities, and employee benefits. It aims to help individuals plan for their financial future and live their best lives by offering research-based tools, education, and guidance. Transamerica works with institutions and advisors to deliver solutions and services designed to attend to the evolving needs of individuals and employers. They also focus on retirement security and investment management, emphasizing innovation and leadership in the financial industry.
November 23
Support clients with education and guidance on retirement product solutions at Transamerica. Engage in client inquiries and assist with operational excellence in a remote capacity.
November 21
Retirement Plan Specialist role assisting clients with ongoing warm leads from home. Requires FINRA licenses and offers competitive pay with bonuses.
November 21
Responsible for client relationships and retention for retirement plans at Transamerica. Conducts reviews and consults on qualified plan design issues.
🇺🇸 United States – Remote
💵 $90k - $105k / year
⏰ Full Time
🟠 Senior
🧑💼 Account Executive
🦅 H1B Visa Sponsor
November 18
Handle audit processes for new client business transitions at Transamerica. Provide customer service and manage administrative functions related to the new plan.
October 31
Retirement Plan Specialist supporting clients in understanding retirement products and plans. Engaging clients in financial solutions with ongoing warm leads and a supportive remote environment.
October 31
Content Creation and Research Intern at Transamerica assisting with content creation and social media outreach for research on healthy aging and finance. Aiding in digital content development and secondary research initiatives.
October 30
Responsible for retirement plan asset retention and satisfaction, managing client relationships in the retirement industry. Engaging in required client visits and proactive communication for successful asset management.
October 22
Content Creation and Research Intern supporting Transamerica Institute's research and outreach on healthy aging and personal finance. Will assist with creating digital content and conducting research.
October 14
Director overseeing account management teams serving retirement plan sponsors and advisors. Ensuring high client satisfaction and loyalty in Transamerica's pooled plan market segment.
⛰️ Colorado – Remote
🌾 Iowa – Remote
+2 more states
💵 $135k - $175k / year
⏰ Full Time
🔴 Lead
💰 Account Manager
🦅 H1B Visa Sponsor
April 3
Market and sell Transamerica Employee Benefits with a focus on regional firms and producers.