Transamerica

Client Relationship Manager – III

Transamerica

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $70,000 - $75,500 per year

Job Level

SeniorLead

About the role

  • Provide professional financial advice to a virtual customer base through the Virtual Advice Center in areas such as retirement planning and financial wellness (e.g. life, advisory, annuity, IRA rollover).
  • Manage and build client relationships by providing a needs-based approach to long term financial planning.
  • Assist clients nearing retirement with high AUM and complex financial situations, often requiring financial planning analysis.
  • Handle the most complex planning needs.
  • Provide customers with education, guidance, and transparency around the analysis and solutions offered; assist with decision making.
  • Ensure customer values and expectations are understood and remain at the forefront of the relationship.
  • Work with specialists and fulfillment team members to implement recommended product solutions.
  • Proactively manage multiple ongoing relationships through regular follow-up calls to review customer goals and satisfaction with services.
  • Keep abreast of product, policies and regulations.
  • Coach and mentor less experienced team members as needed.

Requirements

  • Bachelor’s degree in a business field or equivalent professional experience
  • Ten years of financial advisor experience, including comprehensive retirement/financial planning
  • Expert level knowledge of financial products
  • FINRA Series 6 or 7, 63 and 65 or 66; (or) Series 6, 63 and 65; (or) Series 7 and 66; (required to be approved to do business in all states)
  • Life, LTC, and Annuity licenses
  • CRCP
  • Ability to articulate complex personal finance, investment, insurance, tax, and estate planning topics in layman terms
  • Strong analytical and problem-solving skills and the ability to engage with customers, ask questions, share thoughts, and offer solutions
  • Outstanding communication, presentation, time-management, and organizational skills
  • Customer service, interpersonal, and listening skills to effectively communicate with customers, earn trust and build lasting relationships
  • Proactive contributing team player able to work in a fast-paced environment
  • Proficient using MS Office and financial planning tools
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
financial planningretirement planningfinancial analysisinvestment planninginsurance planningtax planningestate planningneeds-based approachcomplex financial situationsfinancial products
Soft Skills
analytical skillsproblem-solving skillscommunication skillspresentation skillstime-management skillsorganizational skillscustomer service skillsinterpersonal skillslistening skillsteam player
Certifications
Bachelor's degreeFINRA Series 6FINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66Life licenseLTC licenseAnnuity licenseCRCP