Transamerica

Conduct suitability reviews for TFA financial professionals at Transamerica

Initial point of contact for financial guidance at Transamerica

This role serves as the initial point of contact for customers seeking financial guidance regarding retirement, insurance, savings, and investment options, requiring the triage of inbound calls and matching prospects with appropriate financial advisors. Responsibilities include guiding customers through the experience, gathering information to assess needs, scheduling appointments for routine requests, and ensuring timely communication with the advisor team.

Client Executive managing retirement plans for assigned clients

Provides foundational experience in client engagement and financial planning support for Transamerica

The role is responsible for managing assigned client relationships to ensure satisfaction, retention, and profitability of retirement 401(k) plans, potentially including Defined Benefit, Defined Contribution, and Total Retirement Outsourcing. Key duties involve proactive strategic and tactical planning with advisors and clients, cross-selling services, and acting as the escalation point for service issues.

The specialist will learn all assigned specialty products, explain options to customers for routine inquiries, and make product recommendations. They must also identify multi-product needs and connect customers to appropriate specialists while working with fulfillment analysts to initiate product requests.

Bookkeeping functions for financial services company.

Senior Client Executive responsible for retirement plan asset retention and client satisfaction

Customer Care Team Lead ensuring exceptional service and support for clients and staff