Senior Client Executive (AZ/Southern CA)
Transamerica(2 days ago)
About this role
A Relationship Manager at Transamerica focuses on client retention and satisfaction for retirement plans, managing relationships through regular interactions and strategic consultations. The role involves providing expert guidance on retirement plan management, resolving complex issues, and identifying opportunities to enhance client portfolios.
Required Skills
- Relationship Management
- Retirement Plans
- Financial Consulting
- Plan Design
- Client Communication
- ERISA
- Investment Strategies
- Plan Management
- Customer Service
- Financial Analysis
Qualifications
- Bachelor’s degree in a business related field
- Five years of retirement industry experience
- FINRA Series 6 and 63 licenses
- Life insurance licenses
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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