Transamerica

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

Transamerica · Full Time · 3 hours 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.

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Senior Director, Treasury & Capital Markets

Transamerica · Full Time · 3 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 · 5 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, 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 · 5 days 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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Sr Field Services & Operations Associate

Transamerica · Full Time · 13 days ago

Transamerica

🌎 United States 💵 $61000 - $75000 per year ⭐ 5-10 yrs exp 💼 Others

Process cashiering, trading, and asset transfers on the Fidelity National Financial Services platform for brokerage and advisory accounts. Provide guidance, training, and operational support to financial professionals while monitoring service metrics.

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Sales Desk Consultant - TFA

Transamerica · Full Time · 13 days 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 · 17 days 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 · 17 days 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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Head of Operational Platforms & Automation – WFG

Transamerica · Full Time · 20 days ago

Transamerica

🌎 United States 💵 $235K - $265K per year ⭐ 10+ yrs exp 💼 Others

Lead a modern operations product organization to build scalable platforms, workflow capabilities, and automation tools that enhance agent and internal servicing experiences. Own the strategy, roadmap, and continuous evolution of operational capabilities using a product management approach.

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Regional Vice President, Oklahoma/Arkansas

Transamerica · Full Time · a month 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 · a month 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 · a month 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 · a month 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 · a month 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 · a month 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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Sr Manager Client Executive

Transamerica · Full Time · a month ago

Transamerica

🌎 United States 💵 $120K - $165K per year ⭐ 5-10 yrs exp 💼 Sales

Manage a book of business by providing strategic and tactical consulting to ensure client satisfaction and profitability of retirement plans. Act as the primary escalation point for service issues and cross-sell additional products to deepen client relationships.

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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

Responsible for retirement plan asset retention and client satisfaction for 401(k), DB, and MEP plans through proactive relationship management. Conducts annual plan reviews, consults on plan design and compliance, and drives cross-sell opportunities to enhance profitability.

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

Transamerica · Full Time · 2 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 · 2 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 · 2 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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Customer Care Representative - Life Insurance

Transamerica · Full Time · 3 months ago

Transamerica

🌎 United States 💵 $40000 - $46000 per year ⭐ 0-2 yrs exp 💼 Support

Serve as the primary point of contact for customers regarding retirement, life, and annuity investment products. Research inquiries using internal systems and coordinate with cross-functional teams to ensure timely resolution.

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Customer Care Representative - Annuities

Transamerica · Full Time · 3 months ago

Transamerica

🌎 United States 💵 $37000 - $43000 per year ⭐ 0-2 yrs exp 💼 Support

As the point of contact for customers, the representative provides accurate information regarding retirement, life, and annuity investment products. They work as part of a team to deliver outstanding customer experiences and resolve inquiries.

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Retirement Planning Consultant - Augusta, GA

Transamerica · Full Time · 5 months ago

Transamerica

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

The Retirement Planning Consultant provides dedicated on-site support and advisory services for clients, ensuring program objectives are met through quality educational meetings and one-on-one retirement planning. They develop strategies to promote participant action towards a fully funded retirement and manage client relationships from an educational perspective.

counselor client-relationships communication training coaching

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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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