Client Executive Manager

Job not on LinkedIn

🔥 6 minutes ago

🇺🇸 United States – Remote

💵 $110k - $150k / year

⏰ Full Time

🟠 Senior

🔴 Lead

🧑‍💼 Account Executive

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Transamerica

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1904

💼 Consulting

🏥 Healthcare

💸 Finance

Consulting • Healthcare • Finance

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.

📋 Description

• Manage an assigned book of business, providing strategic and tactical planning through proactive meetings and touch points with advisors and clients, including annual plan reviews • Cross sell additional products and services to deepen client relationships and improve profitability using a consultative approach • Serve as the escalation point for service related issues • Identify root causes and design strategies to resolve issues; manage resources through to resolution • Consult with clients and advisors 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 • Consult on plan enhancements and upgrades, including conversion of older investment contracts to newer products • Keep clients and advisors apprised of product and service enhancements • Train clients on company processes, procedures and resources, including participant and plan sponsor systems/technology • 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 on plan termination issues and submit termination requests for processing • Stay abreast of corporate actions such as mergers and acquisitions to proactively consult with clients and advisors • Balance competing interests of clients and providers • Manage special projects as assigned

🎯 Requirements

• Bachelor’s degree in a business related field or equivalent education/experience • Ten years of retirement industry or similar experience • FINRA Series 6 and 63, or obtain within 6 months of job entry date • Life and Health insurance license(s), as required by state(s), or obtain within 12 months of job entry date • 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 • Advanced skills in MS Word, Excel and PowerPoint • Frequent travel 25 to 50%

🏖️ Benefits

• Competitive Pay • Bonus for Eligible Employees • 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, 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 • 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

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