Transamerica

Sr Director Life Underwriting

Transamerica · Full Time · 5 days ago

Transamerica

🌎 United States 💵 $200K - $233K per year ⭐ 10+ yrs exp 💼 Others

Manage overall life underwriting risk assessment processes and drive the transformation of risk selection strategies to increase insurance accessibility. Oversee department operations, including vendor management and the development of underwriting guidelines, while ensuring compliance with financial regulations.

insurance risk-management communication operations training leadership coaching compliance

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Internal Wholesaler - Asset Management (Denver)

Transamerica · Full Time · 7 days ago

Transamerica

🌎 United States 💵 $83000 - $125K per year ⭐ 2-5 yrs exp 💼 Finance

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.

insurance asset-management crm training sales-support coaching

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Int. Creative Services Specialist, Social & Digital

Transamerica · Full Time · 7 days ago

Transamerica

🌎 United States 💵 $60000 - $70000 per year ⭐ 2-5 yrs exp 💼 Others

Develop visually compelling, on-brand creative materials and animations for social media platforms and digital campaigns. Collaborate with marketing teams to translate briefs into engaging visual storytelling while providing flexible design support for broader corporate needs.

motion-graphics social-media adobe-creative-suite creative media content-creation microsoft-office training performance-marketing coaching

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Retirement Plan Specialist I (Financial Advisor/401k Participants) (Work from Home)

Transamerica · Full Time · 16 days ago

Transamerica

🌎 United States 💵 $48500 - $53000 per year ⭐ 2-5 yrs exp 💼 Finance

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.

crm communication prospecting training interviewing coaching

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Retirement Plan Specialist I (Financial Advisor/401k Participants) (Remote)

Transamerica · Full Time · 21 days ago

Transamerica

🌎 United States 💵 $48500 - $53000 per year ⭐ 0-2 yrs exp 💼 Finance

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.

crm communication prospecting training interviewing coaching

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Senior Director, Treasury & Capital Markets

Transamerica · Full Time · 24 days ago

Transamerica

🌎 United States 💵 $290K - $320K per year ⭐ 10+ yrs exp 💼 Finance

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.

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Retirement Plan Specialist I (Financial Advisor/401k Participants) (Remote)

Transamerica · Full Time · a month ago

Transamerica

🌎 United States 💵 $48500 - $53000 per year ⭐ 2-5 yrs exp 💼 Finance

Provide customers with education and guidance regarding retirement product solutions such as account rollovers, annuities, and life insurance. Identify multi-product needs and collaborate with relationship managers to initiate product requests.

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Senior Client Executive

Transamerica · Full Time · a month ago

Transamerica

🌎 United States 💵 $80000 - $105K per year ⭐ 5-10 yrs exp 💼 Sales

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.

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Sales Desk Consultant - TFA

Transamerica · Full Time · a month ago

Transamerica

🌎 United States 💵 $73000 - $90000 per year ⭐ 5-10 yrs exp 💼 Sales

Educate and empower financial professionals with tools and resources to increase productivity and wealth management business. Serve as a technical expert on platforms and products while providing sales support and coaching at the point-of-sale.

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Sr Sales Supervision Principal

Transamerica · Full Time · a month ago

Transamerica

🌎 United States 💵 $70000 - $80000 per year ⭐ 5-10 yrs exp 💼 Sales

Conduct principal review and approval for suitability and client best interest across various financial products. Develop supervisory procedures, provide training to financial professionals, and ensure adherence to regulatory frameworks.

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Senior Director, Capital Management

Transamerica · Full Time · a month ago

Transamerica

🌎 United States 💵 $290K - $320K per year ⭐ 10+ yrs exp 💼 Others

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.

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Regional Vice President, Oklahoma/Arkansas

Transamerica · Full Time · 2 months ago

Transamerica

🌎 United States 💵 $40000 - $60000 per year ⭐ 5-10 yrs exp 💼 Others

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.

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Life Underwriting Consultant

Transamerica · Full Time · 2 months ago

Transamerica

🌎 United States 💵 $85000 - $105K per year ⭐ 5-10 yrs exp 💼 Others

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.

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Sr Life Underwriter

Transamerica · Full Time · 2 months ago

Transamerica

🌎 United States 💵 $79000 - $95000 per year ⭐ 2-5 yrs exp 💼 Finance

Responsible for effective risk selection of life insurance cases with approval authority up to $2.5 million. The role involves collaborating with New Business and distribution groups while identifying process improvements.

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Divisional Vice President - Retirement Mid Markets (West Division)

Transamerica · Full Time · 2 months ago

Transamerica

🌎 United States ⭐ 10+ yrs exp 💼 Others

Manage a team of external sales professionals (RVPs) to drive the distribution of qualified retirement plans for mid-market organizations. Lead regional sales strategies, recruit and develop talent, and ensure productivity goals and budgets are met.

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Client Engagement Specialist II (work from home)

Transamerica · Full Time · 2 months ago

Transamerica

🌎 United States 💵 $42000 - $47000 per year ⭐ 2-5 yrs exp 💼 Recruitment

Acts as the initial point of contact for customers seeking financial guidance to triage inquiries and match prospects with appropriate advisors. Responsibilities include gathering customer information, creating profiles, and scheduling appointments across various product types.

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Retirement Planning Cnslt I - Client Team (Austin, TX)

Transamerica · Full Time · 2 months ago

Transamerica

🌎 United States 💵 $66000 - $80000 per year ⭐ 2-5 yrs exp 💼 Others

Provide on-site educational and advisory services to help client employees achieve fully funded retirements. Develop client relationships and conduct group workshops and one-on-one planning meetings using Transamerica products.

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Retirement Plan Specialist I (Financial Advisor/401k Participants) (Work from Home)

Transamerica · Full Time · 3 months ago

Transamerica

🌎 United States 💵 $48500 - $53000 per year ⭐ 0-2 yrs exp 💼 Finance

Provide education and guidance to customers regarding retirement product solutions, including account rollovers, annuities, and life insurance. Identify multi-product needs and collaborate with relationship managers to initiate product requests.

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Sr Underwriting Consultant

Transamerica · Full Time · 3 months ago

Transamerica

🌎 United States 💵 $97000 - $120K per year ⭐ 5-10 yrs exp 💼 Others

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.

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Retirement Planning Consultant I

Transamerica · Full Time · 3 months ago

Transamerica

🌎 United States 💵 $66000 - $80000 per year ⭐ 2-5 yrs exp 💼 Others

The consultant provides on-site educational and advisory services to help clients achieve retirement objectives through workshops and one-on-one meetings. They are responsible for managing client relationships, driving plan metrics, and promoting participant action toward a fully funded retirement.

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Retirement Planning Consultant I (Indianapolis, IN)

Transamerica · Full Time · 3 months ago

Transamerica

🌎 United States ⭐ 2-5 yrs exp 💼 Others

Provide on-site educational and advisory services to clients regarding retirement planning and Transamerica products. Develop and manage client relationships while conducting workshops, webinars, and one-on-one meetings to achieve plan metrics.

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Lead Financial Analyst

Transamerica · Full Time · 6 months ago

Transamerica

🌎 United States 💵 $97000 - $120K per year ⭐ 5-10 yrs exp 💼 Finance

The Lead Financial Analyst acts as a key business partner and financial steward for the Distribution organization (WFG and TFA), focusing on delivering organic opportunities to grow sales/revenue and improve efficiency. This role involves promoting quantitative analysis to deliver proactive diagnostic and decision support analysis to drive sound financial outcomes, while leading special projects related to financial governance.

accounting insurance excel training coaching

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