Senior Relationship Manager - Advice Center

9 hours ago

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Transamerica

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Transamerica is a financial services company that provides a diverse range of products and services, including life insurance, retirement planning, mutual funds, annuities, and employee benefits. It aims to help individuals plan for their financial future and live their best lives by offering research-based tools, education, and guidance. Transamerica works with institutions and advisors to deliver solutions and services designed to attend to the evolving needs of individuals and employers. They also focus on retirement security and investment management, emphasizing innovation and leadership in the financial industry.

Insurance • Investments • Retirement

5001 - 10000 employees

Founded 1904

💸 Finance

📋 Description

• Manage relationships with internal and external partners to drive referrals and sales opportunities to the Transamerica Advice Center (TAC). • Develop and deliver training programs to build awareness of TAC service offerings. • Collaborate with internal and external partners to ensure implementation of approved TAC sales referral Initiatives. • Develop and conduct sales training to assigned groups to serve as subject matter expert and coach on programs and product features/benefits. • Cultivate referral partner’s participation and engagement through continuous knowledge sharing and feedback. • Create and deliver reports on referral activities. • Partner with internal sales associates and marketing teams to identify strategic opportunities to strengthen client relationships and increase sales growth. • Develop sales stories for target audiences. • Guide sales team on ways to close opportunities.

🎯 Requirements

• Bachelor’s degree in a business field or equivalent experience • Ten years of sales/marketing experience in the financial services industry • Two years of account relationship management or external wholesaling experience • In-depth knowledge of life insurance and retirement products • FINRA Series 7/6 • FINRA Series 63/65 or 66 • Life, Accident and Health license • Outstanding communication and presentation skills • Excellent interpersonal and relationship building skills • Proficiency in MS Office products

🏖️ 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