Lead Client Executive (S California)
Transamerica(1 month ago)
About this role
The Relationship Manager supports Transamerica’s retirement business by managing an assigned book of client accounts, focused on 401(k) plans and related retirement solutions. The role centers on ensuring client satisfaction, retention, and plan profitability while acting as the primary client escalation and strategic consultant. It may also cover Defined Benefit, Distribution Compensation and Total Retirement Outsourcing responsibilities.
Required Skills
- Relationship Management
- Client Consultation
- Plan Design
- ERISA Knowledge
- Retirement Plans
- Cross-Selling
- Communication
- Presentation
- Problem Solving
- Project Management
+1 more
Qualifications
- Bachelor's Degree
- FINRA Series 6
- FINRA Series 63
- Life Insurance License
About Transamerica
transamerica.comLet Transamerica help you live your best life and build financial security. Explore our customizable life insurance, retirement, and investment solutions.
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