Sr. Client Executive
Transamerica(27 days ago)
About this role
A field-based retirement plan relationship role within Transamerica’s Account/Relationship Management organization supporting 401(k), DB, and MEP clients and advisors. The position focuses on maintaining strong client relationships and supporting the company’s retirement product offerings while operating primarily in a remote, travel-intensive environment.
Required Skills
- Client Retention
- Relationship Management
- ERISA Knowledge
- Plan Consulting
- Issue Resolution
- Investment Analysis
- Presentations
- MS Office
- Cross Selling
- Training
Qualifications
- Bachelor's Degree (Business Related)
- FINRA Series 6
- FINRA Series 63
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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