Transamerica

Senior Client Executive – AZ/Southern CA

Transamerica

full-time

Posted on:

Location Type: Remote

Location: Arizona • California • United States

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Salary

💰 $75,000 - $110,000 per year

Job Level

Senior

About the role

  • Responsible for retirement plan asset retention and client satisfaction for assigned clients with 401(k) plans, DB or MEP plans
  • Handles relationship management through required client visits and proactive phone contact
  • Represents the company in retention situations and new sales, including formal presentations for the purpose of maintaining, retaining, and gathering retirement program assets to drive profitability and help participants achieve retirement readiness
  • Conduct required number of annual plan reviews, investment reviews and service meetings with clients and brokers
  • Bring consultative elements to relationships with the goal of enhancing client, advisor and TPA loyalty
  • Serve as the escalation point for resolution of non-routine issues related to service, including researching and identifying the root cause, designing a strategy to resolve issues and managing resources to resolution
  • Consult with clients and brokers on qualified plan design issues
  • Interpret and explain plan provisions to accomplish client goals

Requirements

  • Bachelor’s degree in a business related field or equivalent education/experience
  • Five years of retirement industry or similar experience
  • FINRA Series 6 and 63 licenses, and 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, but not limited to technical, compliance, administration, investment, and participant solutions
  • Proficiency using MS Office (Word, Excel, PowerPoint)
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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
retirement plan managementplan designcomplianceadministrationinvestment solutionsparticipant solutionsclient relationship managementproblem resolutionconsultative sellingannual plan reviews
Soft Skills
client satisfactioncommunicationrelationship managementproactive engagementloyalty enhancementconsultative approachissue resolutionstrategic thinkingpresentation skillsinterpersonal skills
Certifications
Bachelor's degreeFINRA Series 6FINRA Series 63Life insurance license