Lead Client Executive (So., CA)

We’re 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.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.* 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, and Life insurance licenses, or obtain within six months.* Thorough understanding of ERISA and retirement industry trends.* Advanced knowledge of retirement programs and 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 using MS Office tools.The Salary for this position generally ranges between $91,000-$125,000 annually.

***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.* Pension Plan* 401k Match* Employee Stock Purchase Plan* Tuition Reimbursement* Disability Insurance* Medical Insurance* Dental Insurance* Vision Insurance* Employee Discounts* Career Training & Development Opportunities #J-18808-Ljbffr