Transamerica
Job Opportunity
Partner with the Distribution team to enhance the post-sale advisor experience and provide ongoing advisor support. Cultivate and manage internal resources and relationships within an assigned territory to advance service outcomes and build advisor loyalty. Responsibilities Respond to field advisor and Distribution team inquiries related to existing business. Assist advisors with research and resolution of service escalations. Work with advisors and plan sponsors to position and review existing plans (e.g. annual plan reviews, web based reports, web demos/functionality). Support benchmarking, RFP, and plan changes. Establish and maintain a thorough understanding of company products and internal/external processes to meet advisor needs. Qualifications Associate's degree in finance, business or relevant field, or equivalent experience Two years of financial call center experience, or one year working with group retirement plans FINRA series 6 or 7, and 63 (or obtain within 18 months of hire) Life license (or obtain within 18 months of hire) Excellent written/oral communication and interpersonal skills Strong analytical and problem-solving skills Organizational skills to prioritize and meet service goals Ability to handle diverse and complex requests under pressure of deadlines Preferred Qualifications Experience working with Transamerica Knowledge of Transamerica retirement systems Sales or customer service experience Experience using Salesforce.com Working Conditions Hybrid/Remote environment Compensation: The Salary for this position generally ranges between $50,000-$55,550 annually. This range is an estimate, based on potential qualifications and operational needs. The range may vary above and below the stated amounts, as permitted by Colorado Equal Pay Transparency Rule 4.1.2 and other applicable local regulations. Bonus Eligibility: This position is also typically eligible for an annual bonus based on Individual Performance and is at Company Discretion at a target of $20,000 annually. 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 New York Stock Exchange (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. We're 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 throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back: We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica's 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 critical environmental and societal issues, with a focus on climate change and inclusion and diversity.
Partner with the Distribution team to enhance the post-sale advisor experience and provide ongoing advisor support. Cultivate and manage internal resources and relationships within an assigned territory to advance service outcomes and build advisor loyalty. Responsibilities Respond to field advisor and Distribution team inquiries related to existing business. Assist advisors with research and resolution of service escalations. Work with advisors and plan sponsors to position and review existing plans (e.g. annual plan reviews, web based reports, web demos/functionality). Support benchmarking, RFP, and plan changes. Establish and maintain a thorough understanding of company products and internal/external processes to meet advisor needs. Qualifications Associate's degree in finance, business or relevant field, or equivalent experience Two years of financial call center experience, or one year working with group retirement plans FINRA series 6 or 7, and 63 (or obtain within 18 months of hire) Life license (or obtain within 18 months of hire) Excellent written/oral communication and interpersonal skills Strong analytical and problem-solving skills Organizational skills to prioritize and meet service goals Ability to handle diverse and complex requests under pressure of deadlines Preferred Qualifications Experience working with Transamerica Knowledge of Transamerica retirement systems Sales or customer service experience Experience using Salesforce.com Working Conditions Hybrid/Remote environment Compensation: The Salary for this position generally ranges between $50,000-$55,550 annually. This range is an estimate, based on potential qualifications and operational needs. The range may vary above and below the stated amounts, as permitted by Colorado Equal Pay Transparency Rule 4.1.2 and other applicable local regulations. Bonus Eligibility: This position is also typically eligible for an annual bonus based on Individual Performance and is at Company Discretion at a target of $20,000 annually. 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 New York Stock Exchange (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. We're 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 throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back: We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica's 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 critical environmental and societal issues, with a focus on climate change and inclusion and diversity.