Lead Client Executive – Retirement Relationship Manager

🕒 vor 1 Tag

🐎 Kentucky, Ohio – Remote

🐎 Kentucky – Remote 🏈 Ohio – Remote

💵 $91.000 - $125.000 / Jahr

⏰ Vollzeit

🟠 Senior

🧑‍💼 Vertriebsmitarbeiter

🦅 H1B-Visum-Sponsor

Dieses Unternehmen hat in der Vergangenheit H1B-Visa gesponsert.

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Transamerica

WebsiteLinkedInAlle Stellen

5001 - 10000 Mitarbeiter

Gegründet 1904

💼 Beratung

🏥 Gesundheitswesen

💸 Finanzen

Consulting • Healthcare • Finance

Transamerica ist ein Finanzdienstleistungsunternehmen, das eine breite Palette von Produkten und Dienstleistungen anbietet, darunter Lebensversicherungen, Altersvorsorgeplanung, Investmentfonds, Rentenversicherungen und Mitarbeitervergünstigungen. Das Unternehmen hat das Ziel, Einzelpersonen bei der Planung ihrer finanziellen Zukunft zu unterstützen und ihnen zu ermöglichen, ihr bestmögliches Leben zu führen, indem es forschungsbasierte Werkzeuge, Bildung und Beratung anbietet. Transamerica arbeitet mit Institutionen und Beratern zusammen, um Lösungen und Dienstleistungen bereitzustellen, die auf die sich wandelnden Bedürfnisse von Einzelpersonen und Arbeitgebern zugeschnitten sind. Zudem legt das Unternehmen einen Fokus auf die Sicherheit im Ruhestand und das Investment-Management, wobei Innovation und Führungsstärke in der Finanzbranche betont werden.

Beschreibung

• 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

🎯 Anforderungen

• 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%

🏖️ Vorteile

• 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%