Drive sales by marketing mutual funds, annuities, and insurance products through proactive lead generation and relationship management. Maintain ongoing contact with Regional Vice Presidents to increase market share and provide dedicated sales support.
Manage an assigned portfolio of retirement plan clients, building relationships and supporting satisfaction, retention, and profitability through proactive reviews, consultation, and cross-selling. Advise clients and advisors on plan design, compliance testing, enhancements, participant communications, service issues, and plan terminations, while coordinating resources and projects through completion.
Generate retirement plan sales and manage relationships with advisors, third-party administrators, and small- and mid-market plan sponsors, while meeting annual sales goals. Coordinate proposals, pricing, product selection, contracts, implementation, and ongoing service, and keep current on retirement industry and product changes.
Responsible for the effective risk selection of cases and providing consultative services to subordinates. The role involves making complex underwriting decisions and demonstrating leadership within the department.
Provide on-site educational and advisory services to clients regarding retirement planning and Transamerica products. Develop strategies to increase participant deferral rates and manage ongoing relationships with HR and plan participants.
Evaluate and analyze documentation for claim payments or denials while ensuring compliance with policy provisions and state regulations. Collaborate with internal departments, medical providers, and legal counsel to gather information for contested claims and monitor for potential fraud.
Serve as the primary point of contact for the field force, providing guidance on licensing, commissions, and operational functions. Manage inbound inquiries via phone and email while monitoring process queues to ensure service level agreements are met.
Lead investment product distribution strategy, platform approvals, and relationships with national accounts and asset management firms. Develop sales plans and partnerships, coach staff, oversee marketing and events, and drive growth across research and advisory, institutional, and large RIA channels.
Provide dedicated on-site educational and advisory services to help clients achieve retirement objectives. Develop and manage client relationships while conducting group workshops and one-on-one retirement planning meetings.
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.
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 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.
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 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.
