Regional Retirement Consultant

Job Family

Sales Support / Operations

About Us 

 

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential unleashed by leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.  

 

Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. 

    

Transamerica is a part of Aegon, an integrated, diversified, international financial services group. The Aegon companies employ over 21,500 people and have approximately 31.7 million customers.* For more information,  visit www.transamerica.com. 

 

Who We Are 

  

Transamerica has been making financial services available to the many, not just the few, for more than 100 years. We’re a leading provider of life insurance, retirement, and investment solutions, serving millions of customers throughout the United States. Transamerica’s dedicated professionals focus on helping people live their best lives through saving, investing, and protecting their loved ones. Transamerica is dedicated to building America’s leading middle market life insurance and retirement company, providing a broad range of quality individual life insurance policies, workplace supplemental insurance benefits, workplace retirement plans, individual retirement accounts, and investment products, including mutual funds, annuities, stable value solutions, as well as investment management services. 

 

What We Do 

 

Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, and Employee Benefits), which are supported by Transamerica Corporate (Corporate Development; Finance; Internal Audit; Legislative, Regulatory & Policy; Office of the CEO; People and Places; Brand; Corporate Affairs; Risk; and Technology). 

Job Description Summary

Generate qualified retirement plan sales and maintain small and mid-market customer relationships. Partner with a local RVP in a geographic territory to engage with the financial professionals, consultants, third party administrators and plan sponsors. Responsible for achieving an annual plan and asset sales goal. Responsible for the relationship management of assigned advisors, TPAs and plans to ensure ongoing client satisfaction and future opportunities.

Job Description

Responsibilities

• Manage the Request for Proposal (RFP) process and requests for information.  Analyze customer product needs based upon advisor value proposition, plan sponsor requirements, and employee necessities. 
• Profile and gather client and plan information to package specific Transamerica solutions, including multiple service models across all qualified plan types encompassing over 40 product platforms and thousands of investment options, to be presented to the plan sponsor, advisor, and TPA community.
• Develop Retirement plan pricing, with responsibility for investment research, fund mapping, service model selections, and underwriting.
• Engage in proactive advisor outreach, cultivation of advisor relationships and the facilitation of sales finals to plan sponsors.  The RVP/Internal Wholesaler (IW) partnership will develop a network of advisors to develop sales opportunities and meet company objectives through territory sales.
• Perform individual prospecting and sales to advisors and plan sponsors of Transamerica’s Retirement Solutions in the sub $3M market.
• Handle post sale facilitation and coordination of sales contract documentation for plan submission and implementation.  Work with advisors and plan sponsor to finalize product and service selections, sales contracts, and coordinate with the internal implementation team to provide a positive onboarding experience for the client. Serve as a point of contact to resolve issues and keep the advisor abreast on progress.
• Stay up to date on dynamic landscape of group retirement space including legislative changes, new competitor offerings, internal product changes, and changes to the way broker-dealer partners want to do business with Transamerica.
• Facilitate campaign marketing/advisor communications via outbound call activity to solicit interest in Transamerica Retirement products and services.
• Manage post sale service issues that arise and field service and product inquiries from clients; direct traffic to internal support units to solve issues, which includes frequent communication and