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Lead Client Executive (S California) at Transamerica - ApplyBlast

Lead Client Executive (S California)

Transamerica

9 months ago

3.5 on Glassdoor

Remote

Full Time

Senior

0 applicants

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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.

Skills

Qualifications

Bachelor's DegreeFINRA Series 6FINRA Series 63Life Insurance License

About Transamerica

transamerica.com

Headquarters

Baltimore, Maryland, United States

Company Size

5001-10000 employees

Founded

1904

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Let Transamerica help you live your best life and build financial security. Explore our customizable life insurance, retirement, and investment solutions.