Manager Client Executive

Transamerica Corporation

Base: $97,500 - $135,000 annually; bonus/equity: a...
Hybrid
Retirement industry experience
Erisa and compliance knowledge
Plan design and administration expertise
The role is responsible for managing an assigned book of business to ensure client satisfaction, retention, and profitability of retirement 401(k) plans

Job Summary

  • The role is responsible for managing an assigned book of business to ensure client satisfaction, retention, and profitability of retirement 401(k) plans.
  • Transamerica values a diverse workforce and offers a comprehensive benefits package including paid parental leave and tuition reimbursement.
  • Employees will serve as the escalation point for service issues and consult on qualified plan design, discrimination testing, and investment options.

Matching Summary

The role is responsible for managing an assigned book of business to ensure client satisfaction, retention, and profitability of retirement 401(k) plans.

Salary

Base: $97,500 - $135,000 annually; Bonus/Equity: Annual bonus and sales/performance incentives eligible; Benefits: Pension, 401k match, medical, dental, vision, PTO starting at 160 hours

Skills & Requirements

Must-have

  • Retirement industry experience
  • ERISA and compliance knowledge
  • Plan design and administration expertise

Nice-to-have

  • Consultative sales approach
  • Strategic relationship building
  • Workshop facilitation skills

Key Requirements

  • Bachelor's degree in business related field
  • Ten years of retirement industry experience
  • FINRA Series 6 and 63 licenses
  • Life insurance licenses

Work Rights

Not specified

Tailored Resume

Cover Letter