Lead Client Executive – Retirement Relationship Manager

🔥 0 minutes ago

🐎 Kentucky, Ohio – Remote

🐎 Kentucky – Remote 🏈 Ohio – Remote

💵 $91k - $125k / year

⏰ Full Time

🟠 Senior

🧑‍💼 Account Executive

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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 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

🎯 Requirements

• 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%

🏖️ Benefits

• 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%