Job Family

Internal Sales

About Us 

 

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential unleashed by leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.  

 

Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. 

    

Transamerica is a part of Aegon, an integrated, diversified, international financial services group. The Aegon companies employ over 21,500 people and have approximately 31.7 million customers.* For more information,  visit www.transamerica.com. 

 

Who We Are 

  

Transamerica has been making financial services available to the many, not just the few, for more than 100 years. We’re a leading provider of life insurance, retirement, and investment solutions, serving millions of customers throughout the United States. Transamerica’s dedicated professionals focus on helping people live their best lives through saving, investing, and protecting their loved ones. Transamerica is dedicated to building America’s leading middle market life insurance and retirement company, providing a broad range of quality individual life insurance policies, workplace supplemental insurance benefits, workplace retirement plans, individual retirement accounts, and investment products, including mutual funds, annuities, stable value solutions, as well as investment management services. 

 

What We Do 

 

Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, and Employee Benefits), which are supported by Transamerica Corporate (Corporate Development; Finance; Internal Audit; Legislative, Regulatory & Policy; Office of the CEO; People and Places; Brand; Corporate Affairs; Risk; and Technology). 

Job Description Summary

Provide education and advisory services on asset consolidation planning to active retirement plan participants, business partners, and outside advisors.

Job Description

Responsibilities

Collaborate with channel partners and act on referrals from the Customer Care Center regarding participants with consolidation and planning needs.Gather information through best interest interviews to understanding the participant’s situation and determine the best consolidation approach.Proactively reach out to new participants to Transamerica Employer plans.  Educate on consolidation options and provide specialized assistance with plan enrollment.Hold retirement planning phone consultations with clients as requested.Partner with Regional Vice Presidents and Client Executives to facilitate the movement of terminated plan assets to Transamerica.Work with relationship managers and fulfillment analysts to initiate product requests.

Qualifications

Bachelor’s degree in a business field or equivalent experienceExperience as a retirement plan specialist or asset consolidation specialist, or two years of relevant financial services experienceFINRA Series 6 or 7FINRA Series 63 (or obtain within six months of hire)FINRA Series 65 or 66 (or obtain within six months of hire)Customer service, interpersonal, and listening skills to communicate with customers and earn trust Problem-solving and decision-making skills to select and recommend product solutionsOutstanding written/verbal communication and presentation skillsKnowledge of customer relationship management (CRM) such as Salesforce.com, and digital financial advice platformsProficiency using MS Office

Preferred Qualifications

CRPC or CFPLife license

Working Conditions

Office/call center environmentSchedule may vary to fulfill service levels during hours of operation

Compensation 

**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.** 

Total Compensation for this role is estimated to be $62,000 - $72,000 per year.

The Base Salary for this position generally ranges between $45,000 - $48,000 annually /per hour. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.  

 

This position is currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents

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

Peer Recognition Program (BRAVO)

  

* As of December 31, 2022 
 

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. 

  

https://www.transamerica.com/why-transamerica/aegon-transamerica-foundation  

  

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 29.5 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.