Manager Client Executive
Transamerica
- Saint Paul, Illinois, United States
- Saint Paul, Illinois, United States
Über
Job Family Account / Relationship Management
Job Description Summary Responsible for relationship management of assigned clients to ensure client satisfaction, retention and profitability of retirement 401(k) plans. May also be responsible for Defined Benefit, Defined Contribution and Total Retirement Outsourcing.
Responsibilities
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; 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 with client and advisors on plan enhancements and upgrades, including conversion of older investment contracts to newer products.
Keep clients and advisors apprised of product and service enhancements, including changes in investment options and new Transamerica products.
Train clients on company processes, procedures and resources, to include systems/technology used by participants and plan sponsors.
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 with clients on plan termination issues; submit plan termination requests for processing.
Stay abreast of corporate actions, such as company mergers/acquisitions to proactively consult with clients and advisors.
Ensure a balance is kept between competing interests of clients and providers.
Manage special projects as assigned.
Qualifications
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, Life insurance licenses, or obtain within six months.
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.
Preferred Qualifications
Advanced skills in MS Word, Excel and PowerPoint.
Working Conditions
Remote (Field/Travel) Environment
Frequent Travel 25 to 50%
Salary The Salary for this position generally ranges between $97,500 - $135,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion. This position is also currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents.
Disclaimer Beware of fake job offers!
We will never request personal information such as ID or payment for equipment upfront.
Official offers are sent via DocuSign following a verbal offer—not through text or email.
What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.
Compensation 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
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
Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.
Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.
Transamerica’s Parent Company Helping people live their best lives.
Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.
#J-18808-Ljbffr
Sprachkenntnisse
- English
Hinweis für Nutzer
Dieses Stellenangebot stammt von einer Partnerplattform von TieTalent. Klick auf „Jetzt Bewerben”, um deine Bewerbung direkt auf deren Website einzureichen.