Registered Top of Pyramid Partner (Annuities)

Job Family

Customer Service

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

As part of an elite team of annuity policy service professionals, develop and foster proactive relationships with select Top of Pyramid (TOP) level advisors. Provide the highest level of pre- and post- issue service that elevate the advisor experience, resulting in increased sales, retention, and market share.

Job Description

Responsibilities

• Expedite processing, problem resolution, and issue handling throughout the life cycle of the policy.
• Proactively respond to advisors on pre- and post-issue questions.
• Keep advisors informed on the status of pending business and issue resolution.
• Prepare and facilitate action items.
• Review data from multiple administrative systems to interpret, troubleshoot, answer questions, and resolve issues.
• Meet service level standards by continuously searching for ways to improve effectiveness, efficiency, and value-added service for both internal and external customers.
• Collaborate with leadership by providing feedback regarding procedure updates.
• Promote a positive sales support oriented attitude throughout the team and peers in other departments.

Qualifications

• Associate’s degree in a business field or equivalent experience
• Three years of insurance, financial services, or related sales experience
• FINRA Series 6 (or obtain within 90 days of hire)
• Knowledge of annuity product provisions and tax matters related to deferred annuities
• Understanding of processes and systems used for annuity administration
• Outstanding written/oral communication, interpersonal, and conflict resolution skills
• Ability to manage priorities and thrive in a fast-paced broker environment
• Problem solving and decision making skills to research and resolve issues with an appropriate sense of urgency and diplomacy
• Proficiency using MS Office (Word, Excel)

Preferred Qualifications

Working Conditions

• Office or hybrid office/remote environment

**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.**

The Salary for this position generally ranges between $50,000-$60,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted b