Transamerica

Manager, Channel Marketing (Client facing) (Remote)

Transamerica · Full Time · 5 days ago

Transamerica

🌎 United States 💵 $100K - $125K per year ⭐ 10+ yrs exp 💼 Marketing

Design and implement marketing campaign strategies to promote financial products and drive engagement with financial professionals. Lead staff in executing complex campaigns while tracking effectiveness through qualitative and quantitative methods.

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Executive Talent Sourcer (Contract)

Transamerica · Full Time · 6 days ago

Transamerica

🌎 United States 💵 $50 - $80 per hour ⭐ 2-5 yrs exp 💼 Recruitment

Identify, map, and engage high-caliber executive talent across corporate functions using data-driven sourcing strategies. Partner with business leaders to build diverse talent pipelines and provide market intelligence to inform hiring decisions.

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Regional Vice President, Oklahoma/Arkansas

Transamerica · Full Time · 6 days 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 · 7 days 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 · 7 days 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 · 11 days 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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Retirement Plan Specialist I (Financial Advisor/401k Participants) (Work from Home) (Kelsey Harris)

Transamerica · Full Time · 12 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.

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Regional Vice President - Retirement Mid Markets (Michigan)

Transamerica · Full Time · 12 days ago

Transamerica

🌎 United States 💵 $90000 - $100K per year ⭐ 2-5 yrs exp 💼 Others

Responsible for selling qualified retirement plans to small and mid-sized markets through financial intermediaries. This includes prospecting new clients, developing advisor networks, and managing a target territory to meet company objectives.

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Intermediate Accounting Specialist - Part Time (5pm - 10pm Central)

Transamerica · Full Time · 14 days ago

Transamerica

🌎 United States 💵 $18.5 - $24.5 per hour ⭐ 2-5 yrs exp 💼 Finance

Perform nightly fund pricing and valuation activities while researching and resolving variances. Maintain spreadsheets and enter data into computer systems to ensure accuracy and completeness.

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Client Engagement Specialist II (work from home)

Transamerica · Full Time · 14 days 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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Intermediate Customer Care Representative - Claims

Transamerica · Full Time · 15 days ago

Transamerica

🌎 United States 💵 $39000 - $44000 per year ⭐ 2-5 yrs exp 💼 Support

Serve as the primary point of contact for customers regarding retirement, life, and annuity investment products. Responsibilities include researching information across multiple systems, documenting inquiries, and collaborating with cross-functional teams to resolve issues.

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

Transamerica · Full Time · 20 days 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 · 22 days 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 · 22 days 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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National Sales Manager - Retirement Large Markets

Transamerica · Full Time · 22 days ago

Transamerica

🌎 United States 💵 $225K - $250K per year ⭐ 10+ yrs exp 💼 Sales

Manage a team of outside sales professionals to wholesale Qualified Retirement plans across assigned territories. Responsible for driving sales through financial intermediaries and ensuring productivity and sales goals are met.

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Regional Vice President, Mutual Funds (Arkansas, Louisiana, Mississippi, Western TN)

Transamerica · Full Time · a month ago

Transamerica

🌎 United States ⭐ 5-10 yrs exp 💼 Others

Responsible for distributing Transamerica products within a defined territory by developing new business and maintaining existing adviser relationships. The role involves conducting in-person sales meetings and collaborating with Internal Wholesalers to grow market share.

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

Transamerica · Full Time · a month 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 · 2 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 · 2 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 · 5 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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Regional Vice President- Employee Benefits

Transamerica · Full Time · 5 months ago

Transamerica

🌎 United States 💵 $60000 - $75000 per year ⭐ 5-10 yrs exp 💼 Others

Responsible for the sale of Transamerica Employee Benefits and affiliate products through regional/national firms. Recruit, contract, and train brokers while ensuring sales goals are met through excellent programs and customer service.

recruiting insurance training sales-management coaching

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