Lead Client Executive
Transamerica(26 days ago)
About this role
The Relationship Manager at Transamerica focuses on managing assigned retirement plan relationships to support asset retention for 401(k), DB, and MEP clients. The role serves as the primary liaison with clients, advisors, and brokers to represent Transamerica, support plan continuity, and promote participant retirement readiness.
Required Skills
- Relationship Management
- Client Retention
- Retirement Plans
- Plan Design
- ERISA
- Presentations
- Consulting
- Problem Solving
- Communication
- MS Office
+1 more
Qualifications
- Bachelor's Degree
- Series 6
- 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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