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Lead I Account Manager-Retirement at Transamerica - ApplyBlast

Lead I Account Manager-Retirement

Transamerica

4 months ago

3.5 on Glassdoor

Cedar Rapids, Iowa

Hybrid

Full Time

Senior

0 applicants

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About this role

A Senior Account Executive at Transamerica manages and services complex retirement plans for clients across various markets. The role involves strategic planning, consultative selling, and fostering strong relationships to ensure client retention and satisfaction while acting as a subject matter expert. Candidates must navigate technical plan administration and collaborate with internal teams to resolve issues and drive profitability.

Responsibilities

Oversee administration and servicing of complex retirement plans
Partner with clients to create plan vision and strategy
Develop proactive relationships with clients and financial professionals
Troubleshoot and resolve plan administration issues
Lead strategic client meetings and coach team members

Skills

Qualifications

Bachelor's Degree in BusinessEight Years of Customer Relationship ExperienceFive Years of Retirement Industry Experience

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.