Transamerica
Overview
Job Family
Internal Sales About Us: At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. 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. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, were part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of whats important to them. Were empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. Its part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide. For more information, visit transamerica.com. Job Description Summary
Provide education and advisory services on asset consolidation planning to active retirement plan participants, business partners, and outside advisors. Job Description
Responsibilities Collaborate with channel partners and act on referrals from the Customer Care Center regarding participants with consolidation and planning needs. Gather information through best interest interviews to understand the participants situation and determine the best consolidation approach. Proactively reach out to new participants to Transamerica Employer plans. Educate on consolidation options and provide specialized assistance with plan enrollment. Hold retirement planning phone consultations with clients as requested. Partner with Regional Vice Presidents and Client Executives to facilitate the movement of terminated plan assets to Transamerica. Work with relationship managers and fulfillment analysts to initiate product requests. Qualifications Bachelors degree in a business field or equivalent experience Experience as a retirement plan specialist or asset consolidation specialist, or two years of relevant financial services experience FINRA Series 6 or 7 FINRA Series 63 (or obtain within six months of hire) FINRA Series 65 or 66 (or obtain within six months of hire) Customer service, interpersonal, and listening skills to communicate with customers and earn trust Problem-solving and decision-making skills to select and recommend product solutions Outstanding written/verbal communication and presentation skills Knowledge of customer relationship management (CRM) such as Salesforce.com, and digital financial advice platforms Proficiency using MS Office Preferred Qualifications CRPC or CFP Life license Working Conditions Office/call center environment Schedule may vary to fulfill service levels during hours of operation Compensation The salary for this position generally ranges between 43,500 - 47,000 annually/per hour. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Companys discretion. This position is also currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents. What We Offer
For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits Competitive Pay Bonus for Eligible Employees Benefits Package Pension Plan 401k Match Employee Stock Purchase Plan Tuition Reimbursement Disability Insurance Medical Insurance Dental Insurance Vision Insurance Employee Discounts Career Training & Development Opportunities Health and Work/Life Balance Benefits Paid Time Off starting at 160 hours annually for employees in their first year of service. Ten (10) paid holidays per year (typically mirroring the NYSE holidays). Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars Parental Leave fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. Adoption Assistance Employee Assistance Program College Coach Program Back-Up Care Program PTO for Volunteer Hours Employee Matching Gifts Program Employee Resource Groups Inclusion and Diversity Programs Employee Recognition Program Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. Were thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity, Transamerica offers diversity programs and Employee Resource Groups open to all employees. Giving Back We created the Aegon Transamerica Foundation in 1994. The foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamericas Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe. It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing environmental and societal issues, with a focus on climate change and inclusion and diversity. * * As of December 31, 2023 #J-18808-Ljbffr
Job Family
Internal Sales About Us: At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. 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. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, were part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of whats important to them. Were empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. Its part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide. For more information, visit transamerica.com. Job Description Summary
Provide education and advisory services on asset consolidation planning to active retirement plan participants, business partners, and outside advisors. Job Description
Responsibilities Collaborate with channel partners and act on referrals from the Customer Care Center regarding participants with consolidation and planning needs. Gather information through best interest interviews to understand the participants situation and determine the best consolidation approach. Proactively reach out to new participants to Transamerica Employer plans. Educate on consolidation options and provide specialized assistance with plan enrollment. Hold retirement planning phone consultations with clients as requested. Partner with Regional Vice Presidents and Client Executives to facilitate the movement of terminated plan assets to Transamerica. Work with relationship managers and fulfillment analysts to initiate product requests. Qualifications Bachelors degree in a business field or equivalent experience Experience as a retirement plan specialist or asset consolidation specialist, or two years of relevant financial services experience FINRA Series 6 or 7 FINRA Series 63 (or obtain within six months of hire) FINRA Series 65 or 66 (or obtain within six months of hire) Customer service, interpersonal, and listening skills to communicate with customers and earn trust Problem-solving and decision-making skills to select and recommend product solutions Outstanding written/verbal communication and presentation skills Knowledge of customer relationship management (CRM) such as Salesforce.com, and digital financial advice platforms Proficiency using MS Office Preferred Qualifications CRPC or CFP Life license Working Conditions Office/call center environment Schedule may vary to fulfill service levels during hours of operation Compensation The salary for this position generally ranges between 43,500 - 47,000 annually/per hour. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Companys discretion. This position is also currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents. What We Offer
For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits Competitive Pay Bonus for Eligible Employees Benefits Package Pension Plan 401k Match Employee Stock Purchase Plan Tuition Reimbursement Disability Insurance Medical Insurance Dental Insurance Vision Insurance Employee Discounts Career Training & Development Opportunities Health and Work/Life Balance Benefits Paid Time Off starting at 160 hours annually for employees in their first year of service. Ten (10) paid holidays per year (typically mirroring the NYSE holidays). Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars Parental Leave fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. Adoption Assistance Employee Assistance Program College Coach Program Back-Up Care Program PTO for Volunteer Hours Employee Matching Gifts Program Employee Resource Groups Inclusion and Diversity Programs Employee Recognition Program Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. Were thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity, Transamerica offers diversity programs and Employee Resource Groups open to all employees. Giving Back We created the Aegon Transamerica Foundation in 1994. The foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamericas Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe. It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing environmental and societal issues, with a focus on climate change and inclusion and diversity. * * As of December 31, 2023 #J-18808-Ljbffr