Conduct principal review and approval for suitability and client best interest across various financial products and advisory accounts. Develop and maintain supervisory policies, procedures, and training materials while ensuring adherence to regulatory frameworks.
The representative serves as the primary point of contact for customers, providing accurate information regarding retirement, life, and annuity investment products. They are responsible for identifying customer needs, documenting inquiries, and coordinating with cross-functional teams to resolve issues effectively.
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.
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.
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.
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.
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.
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.
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.
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 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.
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.
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.
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.
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.
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.
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.
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.
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.
