Experienced retirement industry account manager needed to lead plan administration, resolve complex client issues, and foster strategic client relationships in a remote role at Transamerica.
Lead institutional retirement sales across the Mountain and Pacific Northwest for Transamerica, building plan sponsor and advisor relationships to drive new business and meet sales targets.
Lead onboarding and conversion efforts for small-to-mid-market retirement plan sponsors at Transamerica, ensuring accurate plan setup, compliance, and high-quality client communication.
Provide remote retirement plan guidance and client support while completing training and licensing to advance into a licensed advisor role at Transamerica.
Transamerica seeks a data-savvy National Accounts Intelligence Support Analyst to build and maintain BI reporting and partner analytics that inform sales strategy for annuity and mutual fund distribution.
