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Transamerica
Transamerica
5 001 – 10 000 Darbuotojai
H1B vizos rėmėjasFinansaiKonsultavimasSveikatos priežiūra
„Transamerica“ yra finansinių paslaugų įmonė, padedanti asmenims ir darbdaviams pasirengti ilgalaikiams finansiniams poreikiams. Įmonės paslaugos apima gyvybės draudimą, pensijų planavimą, investicinius fondus, anuitetus, darbuotojų naudų programas ir investicijų valdymą. Įmonė bendradarbiauja su asmenimis, institucijomis, darbdaviais ir finansų patarėjais, teikdama moksliniais tyrimais pagrįstus įrankius, švietimą ir rekomendacijas, ypač daug dėmesio skirdama pensijų saugumui ir kintantiems finansiniams poreikiams.
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Darbai įmonėje

Senior Retirement Advisor Relations Consultant, Business Development

Lead advisor and consultant relationships to advance Transamerica’s retirement and Stable Value investment solutions. Build advocacy, support research approvals, and grow institutional distribution.

USJungtinės Valstijos
91 000 $ – 105 000 $ / metai
NuotolinisVisas etatasVyresnysis specialistasPrivaloma Kalba: anglųVerslo plėtros atstovas

Aprašymas

  • Set a national engagement strategy for leading advisors, institutional consultants, and intermediary research teams.
  • Cultivate senior relationships with consultant firms, advisory organizations, and home-office research platforms.
  • Act as the main external contact for assigned advisor and consultant relationships.
  • Promote retirement and Stable Value investment solutions to support positive research findings, product ratings, and platform approvals.
  • Manage due diligence with advisors and consultants, including RFP reviews, ratings discussions, and research inquiries.
  • Share investment messaging, performance insights, and thought leadership relevant to advisor and consultant priorities.
  • Coordinate with Client Executives, Sales leaders, SVIO teams, Investments, Product, Legal and Compliance, and Marketing.
  • Advance sales by building advisor and consultant advocacy, access, and credibility at targeted firms.
  • Keep advisor and consultant records accurate in eVestment, Morningstar, and Hueler.
  • Monitor engagement, advisor sentiment, and market trends to uncover growth opportunities.

Reikalavimai

  • Bachelor’s degree.
  • Seven years of experience in advisor relations, consultant relations, institutional sales, intermediary distribution, investment management, or retirement solutions.
  • SIE, Series 6 and 63, and Life License, or ability to obtain them within six months of hire.
  • Strong knowledge of institutional advisors and consultants, retirement markets, DCIO, and Stable Value investment products.
  • Ability to influence decisions through relationship-based engagement.
  • Executive-level communication, presentation, and stakeholder management skills.
  • Experience in a matrixed, cross-functional environment.
  • Proficiency in Microsoft Office.
  • Authorization to work in the United States without immigration sponsorship or employer-of-record arrangements.
  • Availability for moderate travel of 10% to 25%.

Privalumai

  • Annual bonus under the Company Bonus Plan, based on individual performance.
  • Sales and/or performance incentives.
  • Competitive pay.
  • Pension plan.
  • 401(k) match.
  • Employee stock purchase plan.
  • Tuition reimbursement.
  • Disability insurance.
  • Medical insurance.
  • Dental insurance.
  • Vision insurance.
  • Employee discounts.
  • Career training and development opportunities.
  • At least 160 hours of paid time off annually during the first year of service.
  • Ten paid holidays per year.
  • Be Well holistic wellness program, including Wellness Coaching and Reward Dollars.
  • Fifteen days of paid parental leave per calendar year for eligible employees with at least one year of service.
  • Adoption assistance.
  • Employee Assistance Program.
  • Back-Up Care Program.
  • Paid time off for volunteer hours.
  • Employee Matching Gifts Program.
  • Employee Resource Groups.
  • Inclusion and Diversity Programs.
  • Employee Recognition Program.
  • Referral bonus programs.
  • Remote office environment.

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HibridinisVisas etatasVyresnysis specialistasPrivaloma Kalba: anglųProduktų dizaineris

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