Lead Client Executive - Tennessee - (Work From Home) (Remote)

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Responsible for relationship management of assigned clients to ensure client satisfaction, retention and profitability of retirement 401(k) plans. May also be responsible for Defined Benefit, Distribution Compensation and Total Retirement Outsourcing.

Responsibilities
  • Manage an assigned book of business, providing strategic and tactical planning through proactive meetings and touch points with advisors and clients, including annual review plans.
  • Cross sell additional products and services to deepen client relationships and improve profitability using a consultative approach.
  • Serve as the escalation point for service related issues. Identify root causes and design strategies to resolve; manage resources through to resolution.
  • Consult with clients and brokers on qualified plan design issues. Interpret and explain plan provisions to accomplish client goals.
  • Analyze and interpret discrimination testing rules and results; consult on solutions to failed testing.
  • Consult with client and advisor on plan enhancements and upgrades, including conversion of older investment contracts to newer products.
  • Keep clients and advisors apprised of product and service enhancements, including changes in investment options and new Transamerica products.
  • Train clients on company processes, procedures and resources, to include systems/technology used by participants and plan sponsors.
  • Consult with clients on participant communication strategies and options. Schedule workshops and facilitate fulfillment of enrollment materials. Provide reporting on the success of strategies and programs.
  • Consult with clients on plan termination issues; submit plan termination requests for processing.
  • Stay abreast of corporate actions, such as company mergers/acquisitions to proactively consult with clients and advisors.
  • Ensure a balance is kept between competing interests of clients and providers.
  • Manage special projects as assigned.
Qualifications
  • Bachelor's degree in a business related field or equivalent education/experience.
  • Seven years of retirement industry or similar experience.
  • FINRA Series 6 and 63, or obtain within six months.
  • Thorough understanding of ERISA and retirement industry trends.
  • Advanced knowledge of retirement programsand subject matter expertise in plan management, including technical, compliance, administration, investment, and participant solutions.
  • Excellent communication, presentation and relationship-building skills.
  • Decision-making and problem-solving skills.
  • Research skills and attention to detail.
  • Proficiency usingMS Office tools.
Preferred Qualifications
  • Advanced skills in MS Word, Excel andPowerPoint.
Working Conditions
  • Remote
  • #LI-Remote
  • Frequent travel (25% -50%)
Company information

Equal Opportunity Employer:

Transamerica Life Insurance Company is an Equal Employment Opportunity employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws.

AEGON USA Realty Advisors, LLC, is an Equal Employment Opportunity/ Affirmative Action Employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws.

Applicants with physical or mental disabilities may be entitled to a form of reasonable accommodation under the Americans with Disabilities Act and certain state and local laws. A reasonable accommodation is a change in the way things are normally done which will insure equal employment opportunity without imposing undue hardship on the Transamerica Companies. If you are a job seeker with a disability, or are assisting someone with a disability, and require assistance to apply for one of our jobs, please contact: [email protected]

Technical Assistance:

If you experience technical problems during the application process, please email [email protected]
More Information on Aegon
Aegon operates in the Fintech industry. The company is located in Baltimore, MD and Atlanta, GA. Aegon was founded in 2022. It offers perks and benefits such as Dental Benefits, Vision Benefits, Health Insurance Benefits, Remote Work Program. To see all 12 open jobs at Aegon, click here.
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