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TPA Development Manager

Transamerica

in Remote / CA

Logo for Transamerica

Job Description

Responsibilities

  • Identifies and builds strong relationships with TPAs
  • Assists the Sales Team in building these relationships
  • Assists in growing TPA/Sales Team relationships with Financial Services Professionals with select business partners
  • Proactively works with focus TPAs to jointly grow Advisor referral network
  • Educates TPA firms on Transamerica services and processes
  • Promotes Transamerica within the TPA Channel
  • Attends major and regional pension industry conferences
  • Assists with TPA Services projects, events and initiatives
  • Provides assistance with strategic development
  • Reports to and work closely with the Vice President of TPA Services

Qualifications

  • TPA experience
  • FINRA Series 6 or 7
  • FINRA Series 63
  • State insurance license
  • Understands what is important to a TPA Firm
  • Understands data transfer requirements
  • Experience in a business development/sales related role
  • Ability to sell a concept – working with Transamerica and a TPA
  • Ability to work with financial services professionals
  • General knowledge of retirement plans
  • Public speaking experience
  • Excellent written and verbal communication skills
  • Team player who is reliable with an ability to manage multiple projects and deadlines
  • Driven, proactive, innovative and organized
  • Strong sense of initiative and ownership
  • Self starter
  • Ability to brainstorm and provide new ideas for building the opportunity for Transamerica within the TPA Channel
  • Experienced traveler as travel will be extensive
  • Experienced in use of tools such as MS Excel, PowerPoint, Word, and Outlook and other industry-related resources

Preferred Qualifications

  • College degree

How to Apply

Apply Now


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