Sr Manager Client Executive

Transamerica

5d•$120,000 - $165,000•Remote

About The Position

Responsible for managing relationships with assigned clients to ensure client satisfaction, retention, and profitability of retirement plans through consultative service, proactive engagement, and technical expertise.

Requirements

Bachelor’s degree in a business related field or equivalent experience.
FINRA series 6, 63, and required life insurance licenses, or obtain within six months.
Seven years of client management experience.
Advanced knowledge of retirement programs and subject matter expertise in plan management, including technical, compliance, administration, investment, and participant solutions.
Understanding of industry and competitive best practices.
Excellent communication, presentation and relationship-building skills
Decision-making and problem-solving skills
Research skill and attention to detail
Proficiency using MS Office tools

Responsibilities

Manage an assigned book of business through proactive meetings and touch points with advisors and clients, including annual plan reviews.
Provide strategic and tactical consulting to support client goals for qualified retirement plans.
Cross-sell additional products and services using a consultative approach to deepen relationships and improve profitability.
Serve as the primary escalation point for service-related issues by identifying root causes and coordinating resolution through appropriate resources.
Consult with clients and advisors on qualified plan design and interpret plan provisions to support desired outcomes.
Consult on plan enhancements and upgrades, including conversion of legacy investment contracts to newer products.
Communicate product, service, and investment enhancements, including new offerings and changes to existing solutions.
Educate clients on company processes, procedures, systems, and technology used by participants and plan sponsors.
Manage special projects as assigned.