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 process product requests and identify additional customer needs.
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 the financial planning process.
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.
Provide on-site and remote educational and advisory support to retirement plan participants, including group sessions, workshops, webinars, enrollment meetings, and individual retirement planning meetings. Build client relationships, promote participant progress toward retirement goals, recommend suitable products and services, support asset retention and Managed Advice enrollment, and maintain accurate records.
The role serves as the primary functional owner of the Contract Lifecycle Management (CLM) platform, managing configurations, workflows, and system enhancements. It acts as a bridge between stakeholders, legal, and procurement teams to ensure operational excellence and effective contract governance.
The Regional Vice President is responsible for prospecting and selling qualified retirement plans to small and mid-sized markets through financial intermediaries. They will develop advisor networks and plan sponsor relationships while managing an assigned territory to meet sales objectives.
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 within an assigned territory to meet sales objectives.
Conduct and document complex IT audit projects while evaluating the adequacy of internal controls. Serve as a technical advisor on IT aspects of financial and operational audits to ensure compliance with organizational policies.
Serve as the primary point of contact for the field force regarding licensing, commissions, and operational inquiries. Monitor process queues and assist with navigation of internal systems and tools to ensure service level agreements are met.
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.
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.
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.
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.
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.
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.
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.
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 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.
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.
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.
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.
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.
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.
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.
