Transamerica

Senior Client Executive (AZ/Southern CA)

Transamerica

1 month ago
Remote
Full Time
Senior
0 applicants
View Job Listing
Transamerica
Apply to 100+ jobs

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.

Skills

Qualifications

Bachelor’s degree in a business related fieldFive years of retirement industry experienceFINRA Series 6 and 63 licensesLife insurance licenses
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

Unlock Company Insights

View leadership team, funding history,
and employee contacts for Transamerica.

Reveal Company Insights

ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.

© All Rights Reserved. ApplyBlast.com