Transamerica
Remote Job Openings at Transamerica (28)
Case Manager (Annuity)-Work From Home
The Case Manager processes and monitors new annuity business submissions while maintaining strong relationships with financial advisors. They are responsible for conducting suitability reviews, managing case resolution, and providing high-quality service via phone and email.
Lead AI Engineer
Design, develop, and deploy scalable AI applications and automation solutions using cloud-native technologies. Collaborate with cross-functional teams to support the full AI lifecycle and mentor junior engineering staff.
Regional Vice President - Annuities (Maryland)
The Regional Vice President is responsible for distributing Transamerica products within a defined territory by developing new business and maintaining existing relationships. They will manage business in partnership with an Internal Wholesaler and participate in national and regional sales meetings.
Retirement Plan Specialist I (Financial Advisor/401k Participants) (Work from home)
Provide customers with education, guidance, and transparency regarding retirement product solutions such as rollovers, annuities, and life insurance. Identify multi-product needs and collaborate with relationship managers to initiate product requests.
Sr. Claims Examiner
Evaluate and analyze documentation for claim payments or denials while ensuring compliance with policy provisions and state regulations. Manage the review process, communicate with relevant stakeholders, and monitor claims for potential fraud.
Customer Care Representative - Annuities
Serve as the primary point of contact for customers, providing accurate information regarding retirement, life, and annuity investment products. Coordinate with cross-functional teams to resolve customer inquiries while maintaining detailed documentation of all actions taken.
Regional Vice President -- Annuities (S Indiana/Kentucky)
The Regional Vice President is responsible for distributing Transamerica products by developing new business and maintaining existing relationships through in-person sales meetings. They will manage business in partnership with an Internal Wholesaler and provide advisers with up-to-date product information and business-building ideas.
Sales Consultant (Pooled Plans)
The Sales Consultant supports pooled plan sales and growth objectives by managing RFP/RFI processes, conducting prospect research, and overseeing pricing strategies. They also provide producer support, manage post-sale transitions, and act as a subject matter expert for retirement plan installations.
Lead Client Executive (Retirement Relationship Manager) (Remote in KY or OH)
Manage an assigned book of business by providing strategic planning and proactive relationship management for retirement plans. Serve as the primary escalation point for service issues and consult with clients on plan design, compliance, and product enhancements.
Sr Client Relations Specialist – French Bilingual (Call Center)
Serve as the primary point of contact for field offices to provide guidance on licensing, commissions, and operational functions. Proactively resolve escalated issues and maintain strong relationships with field and operational teams to ensure service level agreements are met.
Retirement Plan Specialist Financial Counselor
Provide education and guidance to customers regarding retirement product solutions and account options. Manage client inquiries via phone and email while documenting activities in CRM systems and meeting production goals.
Senior Director, Pooled Plans Product Development
The Senior Director is responsible for the pooled plan product roadmap, strategy, and growth, ensuring alignment across technology, marketing, and service models. They will lead the development of institutional PEP relationships and collaborate with cross-functional teams to drive product enhancements and profitability.
Registered Service Representative
The Registered Service Representative handles inbound and outbound calls to assist clients with retirement products, account paperwork, and transaction processing. They are responsible for researching and resolving client issues while maintaining accurate documentation and meeting service level expectations.
Retirement Plan Specialist I (Financial Advisor/401k Participants) (Work from Home)
Provide customers with education, guidance, and transparency regarding retirement product solutions such as rollovers, annuities, and life insurance. Identify multi-product needs and collaborate with relationship managers to initiate product requests.
Retirement Plan Specialist I (Financial Advisor/401k Participants) (Work from home)
Provide customers with education, guidance, and transparency regarding retirement product solutions such as rollovers, annuities, and life insurance. Collaborate with relationship managers and fulfillment analysts to identify multi-product needs and process product requests.
Regional Vice President, Mutual Funds NJ/E Philadelphia
The Regional Vice President is responsible for distributing Transamerica products within a defined territory by developing new business and maintaining existing relationships. They will partner with internal wholesalers to manage sales, conduct in-person meetings, and provide advisers with product information and business-building ideas.
Underwriting Sr Quality Risk Manager
Perform internal underwriting audits to ensure compliance with company policies, Sarbanes-Oxley, and industry standards. Provide training to staff, review contestable claims, and serve as a liaison for the Medical Information Bureau.
Internal Wholesaler - Asset Management (Denver)
Drive sales of mutual funds, annuities, and insurance products by proactively marketing to leads and cultivating relationships with Regional Vice Presidents. Responsibilities include conducting high-volume outbound calls and documenting all sales activities within the CRM system.
Retirement Plan Specialist I (Financial Advisor/401k Participants) (Work from Home)
Provide customers with education and guidance regarding retirement product solutions such as account rollovers and annuities. Identify multi-product needs and collaborate with relationship managers to initiate product requests.
Retirement Plan Specialist I (Financial Advisor/401k Participants) (Remote)
Provide customers with education and guidance regarding retirement product solutions such as account rollovers and annuities. Identify multi-product needs and collaborate with relationship managers to initiate product requests.
Senior Director, Treasury & Capital Markets
Provide strategic leadership in capital markets, treasury, and derivatives to optimize capital structure and manage financial risks. Execute debt and equity transactions while advising senior leadership on funding strategies and market execution.
Senior Client Executive
Manage retirement plan asset retention and client satisfaction for 401(k), DB, and MEP plans through proactive relationship management and consultative reviews. Act as a subject matter expert for plan design, compliance, and service resolution to drive profitability and participant retirement readiness.
Senior Director, Capital Management
Owns the enterprise capital management framework and advises senior leadership on capital strategy, dividend policy, and long-range financial planning. Leads the management of consolidated balance sheets, capital allocation, and multi-year capital forecasting.
Regional Vice President, Oklahoma/Arkansas
Responsible for distributing Transamerica products within a defined territory by developing new business and maintaining existing advisor relationships. The role involves conducting in-person sales meetings and collaborating with Internal Wholesalers to grow market share.
Life Underwriting Consultant
Responsible for effective risk selection and case review with approval authority up to $5 million. The role involves mentoring subordinates, improving processes using Lean knowledge, and collaborating with New Business and distribution groups.
Sr Underwriting Consultant
The Senior Underwriting Consultant is responsible for ensuring effective risk selection for cases and providing consultative services to subordinates. They act as a change agent, mentor team members, and present to various internal and external groups.