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Sr Manager Client Executive at Transamerica - ApplyBlast

Sr Manager Client Executive

Transamerica

4 months ago

3.5 on Glassdoor

United States

Hybrid

Full Time

Senior

0 applicants

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About this role

This role involves managing relationships with assigned clients to ensure retention and profitability of retirement plans through consultative service and technical expertise. Key duties include providing strategic consulting, cross-selling products, resolving service escalations, and educating clients on plan design and enhancements. The position requires proactive engagement with advisors and clients to optimize qualified retirement plan solutions.

Responsibilities

Manage assigned book of business through proactive meetings and touch points
Provide strategic consulting to support client goals for retirement plans
Cross-sell additional products to deepen relationships and improve profitability
Serve as primary escalation point for service-related issues
Educate clients on company processes and technology used by participants

Skills

Qualifications

Bachelor's degree in a business related fieldFINRA Series 6 licenseFINRA Series 63 licenseRequired life insurance license

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.