Senior Client Executive

Transamerica Corporation

Base: $80,000 - $105,000 annually; bonus: eligible...
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Conduct annual plan reviews with clients
Resolve non-routine service issues
Interpret erisa and discrimination testing rules
** Transamerica Corporation is seeking a Senior Client Executive responsible for managing retirement plan relationships and ensuring client satisfaction. The role involves proactive engagement with clients and brokers, conducting plan reviews, and driving cross-selling opportunities to enhance profitability. **

Job Summary

  • The role is responsible for retirement plan asset retention and ensuring high client satisfaction for assigned 401(k), DB, or MEP plans.
  • Employees will serve as the escalation point for resolving complex service issues while interpreting discrimination testing rules and advising on plan design.
  • The company offers a comprehensive benefits package including 160 hours of paid time off annually, parental leave, and a 401k match.

Matching Summary

Match Score: 75

** Transamerica Corporation is seeking a Senior Client Executive responsible for managing retirement plan relationships and ensuring client satisfaction. The role involves proactive engagement with clients and brokers, conducting plan reviews, and driving cross-selling opportunities to enhance profitability. **

Salary

Base: $80,000 - $105,000 annually; Bonus: Eligible for Annual Bonus based on Company Bonus Plan/Individual Performance; Benefits: Comprehensive package including Pension Plan, 401k Match, Medical, Dental, Vision

Skills & Requirements

Must-have

  • Conduct annual plan reviews with clients
  • Resolve non-routine service issues
  • Interpret ERISA and discrimination testing rules
  • Drive cross-sell opportunities for profitability
  • Manage retirement program asset retention

Nice-to-have

  • Consultative approach to client relationships
  • Experience with corporate merger actions
  • Ability to facilitate enrollment workshops
  • Strong collaboration with sales teams

Key Requirements

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

Work Rights

Not specified

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