This role facilitates life underwriting system implementations and transformation initiatives by bridging the gap between business stakeholders and technical teams. Responsibilities include gathering requirements, creating process models, conducting system analysis, and coordinating project testing and training activities.
Responsible for driving sales of employee benefits products by recruiting, training, and managing relationships with brokers and enrollment companies within a defined region. You will ensure sales goals are met while serving as a liaison between external partners and the home office.
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.
Provide education and guidance to customers regarding retirement product solutions and account options. Manage client inquiries via phone and email while documenting activities in the CRM system.
Design, deliver, and administer specialized training in life, annuity, and health underwriting while implementing career development programs. Collaborate with management to evaluate training effectiveness and ensure alignment with regulatory and company requirements.
Develop and execute a national engagement strategy to build relationships with institutional consultants and retirement plan advisors. Position retirement and Stable Value investment solutions to drive advocacy, research outcomes, and platform approvals.
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 provide advisers with product information and business-building solutions.
The specialist provides customers with education, guidance, and transparency regarding retirement product solutions such as rollovers, annuities, and life insurance. They are responsible for learning product offerings, handling routine inquiries, and identifying multi-product needs to connect customers with appropriate specialists.
The role serves as the primary functional owner of the Contract Lifecycle Management (CLM) platform, bridging the gap between business stakeholders, legal, and procurement teams. Responsibilities include managing platform configuration, leading system enhancements, and ensuring operational excellence in contract governance and vendor relationships.
The specialist serves as the initial point of contact for customers, triaging inbound calls and matching prospects with appropriate financial advisors. They are responsible for gathering customer information, creating profiles, and scheduling appointments to facilitate financial planning.
The Regional Vice President is responsible for selling qualified retirement plans to small and mid-sized markets through various financial intermediary channels. They will prospect for new clients, develop advisor networks, and manage relationships with plan sponsors within an assigned territory.
The Regional Vice President is responsible for selling qualified retirement plans to small and mid-sized markets through various financial intermediaries. They will prospect for new clients, develop advisor networks, and manage relationships with plan sponsors within an assigned territory.
Manage a team of external sales professionals to wholesale qualified retirement plans within a defined geographic region. Ensure productivity and sales goals are met while providing coaching and strategic guidance to the team.
The Regional Vice President is responsible for selling qualified retirement plans to small and mid-sized markets through various financial intermediary channels. They will prospect for new clients, develop advisor networks, and manage plan sponsor relationships within an assigned territory.
The Regional Vice President is responsible for selling qualified retirement plans to small and mid-sized markets through various financial intermediary channels. They will prospect for new clients, develop advisor networks, and manage relationships with plan sponsors within an assigned territory.
The Internal Wholesaler is responsible for driving sales of mutual funds, annuities, and insurance products by developing new business leads and cultivating existing relationships. They will work closely with Regional Vice Presidents to execute territory business plans and provide dedicated sales support through proactive outbound calling.
Sell qualified retirement plans to small and mid-sized markets through financial intermediaries across the assigned territory. Prospect for clients, build advisor and plan sponsor relationships, manage target prospects, and participate in proactive marketing campaigns to meet sales goals.
Lead life underwriting modernization initiatives, coordinating requirements, solution design, testing, deployment, training, and post-launch support. Serve as the underwriting subject matter expert and liaison across business, technology, operations, distribution, and vendor teams while managing readiness, issues, and stakeholder communication.
The Senior Life Underwriter is responsible for the effective risk selection of cases and maintaining approval authority for life insurance applications. The role involves frequent interaction with underwriting, new business, and distribution groups to ensure efficient processing.
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.
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.
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.
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.
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.
