Responsible for building and maintaining relationships with TPAs. A strong business development focus
to grow referral and service networks between TPAs and Financial Services Professionals is core to this position.
*This role requires living within close proximity to a major
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
Multiple Employer Plan Programs with and through the TPA Channel
Attends major and regional pension industry conferences
Assists with TPA Services projects, events and initiatives
Provides assistance with strategic
Reports to and work closely with the Vice President of TPA Services
5 or more years of experience working with TPAs or actively working in the corporate retirement market /
Experience selling or administering Multiple Employer Plans
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
Excellent written and verbal communication skills
Experienced in use of tools such as MS Excel, PowerPoint, Word, and Outlook and other industry-related resources
An ASPPA or NIPA designation
Selling or supporting payroll integration processes / sales as related to 401(k) administration at the Plan Sponsor and TPA
Behavioral & Leadership Competencies
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
Ability to brainstorm and provide new ideas for building the opportunity for Transamerica within the TPA Channel
Experienced traveler as travel will be extensive
At Transamerica we promote a Future Fit mindset. What is a Future Fit mindset?
Acting as One fosters an environment of positive collaboration
Accountability allows us to own the problem as well as the
Agility inspires new ideas, innovation and challenges the status quo
Customer Centricity encourages an above average and beyond approach to our customers
Work setting is
in a typical office environment, minimal physical exertion is required.
Why Work for Us
Total Rewards at Transamerica: It’s more than a paycheck.
Our comprehensive Total Rewards
package is designed to help support you in many ways — throughout all stages of your life and career. We provide a competitive, market-driven program that encompasses base compensation, bonus potential, retirement, health and wellness benefits,
learning and development opportunities, plus great employee perks. All designed with you in mind… to help you live your best life, grow personally and professionally - and feel valued for the work you do.
Transamerica Life Insurance
Company is an Equal Employment Opportunity employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital
status, participation in the uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws.
AEGON USA Realty Advisors, LLC, is
an Equal Employment Opportunity / Affirmative Action Employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation,
marital status, participation in the uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws.
Applicants with physical
or mental disabilities may be entitled to a form of reasonable accommodation under the Americans with Disabilities Act and certain state and local laws. A reasonable accommodation is a change in the way things are normally done which will insure equal
employment opportunity without imposing undue hardship on the Transamerica Companies. Please contact: firstname.lastname@example.org if you are a job seeker with a disability, or are
assisting someone with a disability, and require assistance to apply for one of our jobs.