Transamerica

Manager Client Executive

Transamerica

3 days ago
Remote
Full Time
Senior
4 applicants
Transamerica
Apply to 100+ jobs

About this role

A relationship management role focused on ensuring client satisfaction, retention, and profitability for retirement plans at Transamerica. The role involves advising clients, managing accounts, and supporting various retirement solutions.

Skills

Qualifications

Bachelor’s degree in a business related field or equivalent education/experienceTen years of retirement industry or similar experienceFINRA Series 6 and 63, Life insurance licenses, or obtain within six months
Transamerica

About Transamerica

transamerica.com

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

About Transamerica

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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