Senior Manager, Client Executive

🕒 il y a 4 jours

🇺🇸 États-Unis – Télétravail

💵 $120 000 - $165 000 / an

⏰ Temps Plein

🟠 Senior

🧑‍💼 Ingénieur d'affaires

🦅 Parrain de Visa H1B

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Transamerica

Site WebLinkedInTous les Emplois

5001 - 10000 employés

Fondée en 1904

💸 Finance

Finance • Insurance • Retirement

Transamerica est une entreprise de services financiers qui offre une gamme diversifiée de produits et services, y compris l'assurance vie, la planification de la retraite, les fonds communs de placement, les rentes et les avantages sociaux des employés. Elle vise à aider les individus à planifier leur avenir financier et à vivre leur meilleure vie en proposant des outils, des formations et des conseils basés sur la recherche. Transamerica collabore avec des institutions et des conseillers pour fournir des solutions et des services conçus pour répondre aux besoins évolutifs des individus et des employeurs. Elle se concentre également sur la sécurité de la retraite et la gestion des investissements, en mettant l'accent sur l'innovation et le leadership dans l'industrie financière.

Description

• Manage an assigned book of business through proactive meetings and touch points with advisors and clients, including annual plan reviews. • Provide strategic and tactical consulting to support client goals for qualified retirement plans. • Cross-sell additional products and services using a consultative approach to deepen relationships and improve profitability. • Serve as the primary escalation point for service-related issues by identifying root causes and coordinating resolution through appropriate resources. • Consult with clients and advisors on qualified plan design and interpret plan provisions to support desired outcomes. • Consult on plan enhancements and upgrades, including conversion of legacy investment contracts to newer products. • Communicate product, service, and investment enhancements, including new offerings and changes to existing solutions. • Educate clients on company processes, procedures, systems, and technology used by participants and plan sponsors. • Manage special projects as assigned.

🎯 Exigences

• Bachelor’s degree in a business related field or equivalent experience. • FINRA series 6, 63, and required life insurance licenses, or obtain within six months. • Seven years of client management experience. • Advanced knowledge of retirement programs and subject matter expertise in plan management, including technical, compliance, administration, investment, and participant solutions. • Understanding of industry and competitive best practices. • Excellent communication, presentation and relationship-building skills • Decision-making and problem-solving skills • Research skill and attention to detail • Proficiency using MS Office tools

🏖️ Avantages

• 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 • Health and Work/Life Balance Benefits • Paid Time Off starting at 160 hours annually for employees in their first year of service. • Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). • Be Well Company holistic wellness program, which includes 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 at the time of birth, placement of an adopted child, or placement of a foster care child. • 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